Financial and Retirement Strategies

Trusted Financial Professional

A Financial Professional to Help You Reach Your Goals at Every Stage of Life

You have dreams and goals, no matter what stage of life you’re in, from starting your savings plan to preparing for retirement. You need a financial professional and strategist who understands how important your goals are to you and the experience in planning for all of life’s major events. At BlockWall Strategies, Inc., you’ll find an experienced and professional independent wealth strategist with the expertise and passion for helping you reach your goals.

We are knowledgeable in analyzing your needs and focusing on the right financial products and services to meet your unique financial goals. You’ll have a trusted financial professional by your side, providing proven financial strategies, resources, and solutions such as New York Life LTC insurance, annuities, and life insurance to meet your current and long term needs.

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We believe that education is key in the retirement planning journey.
Download our FREE copy of the Integrated
Financial Strategy for Life Guide

We provide the financial building blocks for a sound financial wall, with reduced risk potential and peace of mind during all of life’s stages. Whether just beginning a new career, starting a family, saving for college or wanting to retire comfortably, we offer financial guidance and solutions that can help before, during and after all of life’s major events. Blockwall Strategies, Inc. will analyze and help you prioritize your goals with clear, measurable objectives and identify the right financial and insurance products to meet your goals.

Personalize Services and Solution that Help you Build and
Preserve Wealth

Life Insurance

Protect what’s important to you and provide financial security for your family. Learn more about Term Life, Whole Life, Universal Life* and Variable Universal Life*.

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Social Security Benefits Maximization

Learn the intricacies of Social Security benefits and how to maximize your social security payout in your retirement strategy and minimize social security taxes. When eligible for social security may not be the best time for you to start withdrawing it.

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Long Term Care

 

Purposeful Investments*

A clear and purposeful investment strategy helps you reach your goals for all of life’s stages. Whether buying a home, planning for college education or retirement, we’ll find the right financial solutions for you with Annuities, Mutual Funds, ETFs or 529 Plans & more

Retirement Income Planning

Your income does not need to change when your work-life changes. Get a personalized strategy to help your retire comfortably and find out how to maintain your lifestyle with retirement income now and later.

Holistic Financial Services

Access proven strategies to protect your Small Businesses or sophisticated Estate Planning and investments that work for you. Since 1845, New York Life and its agents have been providing financial security with comprehensive financial solutions and income protection products.

Where Will Your Goals Take You Next?
Schedule a Consultation

No matter where you are in the process — whether you're doing your own research, trying to figure out what's right for you, or just want to talk to someone — you can rely on our experience to help you make the right decisions.

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Customize a roadmap that works best for you.
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Professional Financial Representative and Strategist Meeting your
Needs at Every Stage of Life

No matter where you are in life, the BlockWall Strategies Inc. financial professional will be by your side helping you build the right financial
and investment strategies and guide you through all stages of life.

Here are top10 reasons you should talk with a financial professional:

New Job or Career

A new career is an exciting time. Focus on the things you love to do and let us help you determine the right financial roadmap for you. Whether transferring an existing 401k retirement plan, stock investments or just beginning your financial journey, we provide the right solution to help preserve your wealth and plan for the future.

Marriage

Planning for a marriage is an exhilarating time when two people come together to share life’s journey with mutual goals. Don’t forget about sharing a sound financial strategy to provide the life you envision for your family. We assist new families with a sound financial strategy, insurance and annuities to see you through all stages of life. Second marriages bring new questions with various sources of wealth, assets, debt, children and grandchildren, we help you sort it all out with a roadmap that fits your family goals.

New Home

Protect your new investment along with the comfort and security of your family. Life insurance can help make sure that your family can pay the mortgage should something unfortunate occur. Now is a great time to create a budget if you don’t have one and map out your financial strategies.

Starting a Business

Entrepreneurship is the American dream. Meet your business goals while protecting your assets with sound business planning. We explain the many financial tools available to you such as a self-employed SEP or a small business retirement plan.

New Baby

Most new families are just beginning to build a safety net. We offer several affordable options to protect your new family such as income replacement and life insurance plans to provide peace of mind.

Death in the Family

It’s difficult enough to deal with a death in the family on top of funeral or ongoing expenses. We help you get through this difficult time and offer estate planning services to protect your assets for the ones you love.

Suddenly Single

We’ll help you stay on track with your financial goals with products to grow your wealth and protect your assets. You’ll meet with a wealth management consultant who understands your concerns and provides strategies to meet your goals.

Children Entering College

There are many ways to save for college in addition to a 529 plan. Cash value life insurance provides a living benefit that can be used for college without disclosing in Free Application for Federal Student Aid (FAFSA). This is just one way we can help you to help your children reach their educational goals.

Empty Nest

Now that the kids are gone and the day to day hustle and bustle has slowed down, you may have new personal and financial goals. Make sure that you can do the things you want to while preparing for a comfortable retirement. Now might be a good time for catch up contributions to a 401k or IRA and to consider long-term care insurance.

Retirement

Whether you want to spend more time with friends, spoil the grandchildren, travel the world or all of the above, we analyze the best retirement plans to get you there. We talk about your retirement savings with your goals in mind while helping you plan for unexpected expenses and market fluctuations.

 

Contact us today to speak with a financial professional and learn how to grow your wealth, protect your assets and your family and prepare for the future. We offer financial services with expertise in insurance and estate planning. Our highly experienced team brings value and insight to help meet your financial goals.

There is no cost or obligation. It is never too soon or too late to build your financial strategy.

When you call BlockWall Strategies, Inc., you’ve got a financial professional by your side to evaluate your needs, assess the current economic landscape and recommend the plan of action to protect your family’s wealth, lifestyle and dreams for the future.

Financial Strategies and Retirement Planning Resources

Retirement Planning Checklist

When it comes to planning for retirement, there are a lot of things to consider. This checklist can help you focus on some of the more important aspects of planning for retirement, no matter where you are in the process.

Get Checklist Here

Overcoming Retirement Challenges

Your stream of retirement income will face the risk of running out or diminishing in value due to common challenges that every retiree needs to be aware of. Please take a look at some of these challenges and how to overcome them.

View e-Guide Here

10 Financial Considerations for Retired Married Couples

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Five Reasons to Postpone Retirement

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Client Stories

Life insurance can be a valuable resource even while living.

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When the unimaginable happened, life insurance gave stability.

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*Securities products and services are offered through NYLIFE Securities LLC (Member FINRA/SIPC), a Licensed Insurance Agency. BlockWall Strategies, Inc. NYLIFE. Securities LLC is a New York Life Company.

BlockWall Strategies, Inc. is not owned or operated by New York Life Insurance Company or its affiliates.

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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