Offering unique solutions to solve Risk Management, Wealth Preservation, Wealth Transfer, along with keeping you in your present Lifestyle during Retirement. 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.* This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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.* This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
Services
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Ronald Blau is a qualified registered representative with Capital Synergy Partners, member FINRA / SIPC who is licensed to sell a variety of investment and insurance products. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
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