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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

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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

Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Calculators

Lease Payment

How much would your monthly lease payment be?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

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

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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