Silhouette of a golfer swinging on a sunny course

Ronald Blau

5350 E. Deer Drive #3439
Phoenix, AZ 85054

Phone:

602 319-8021

Fax:

480 452-1332

E-mail:

Rblau@capitalsynergypartners.com

Offering unique solutions to solve Risk Management, Wealth Preservation, Wealth Transfer, along with keeping you in your present Lifestyle during Retirement

Smiling man with gray hair and beard in a black shirt

Blau Financial Services (dba Blau Insurance Services in CA) offers a full array of services including Life, Health, Long Term Care and Disability Insurance along with financial services such as Retirement Planning. We have been providing these services for over 14 years.

As a Registered Representative and Investment Advisor Representative of Capital Synergy Partners., Ronald offers various investment and retirement products as well as fee-based financial planning services.*

*Registered Representative of and Securities products offered though Capital Synergy Partners, Member FINRA/SIPC 18551 Von Karman Ave.#160. Irvine, CA 92612. 888/277-1974. Blau Financial Services and Capital Synergy Partners are Unaffiliated Entities.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

View Videos

Newsletters

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators