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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.

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Newsletters

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

IRA Eligibility

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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