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120 Broadway
37th floor
New York, NY 10271

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Jonathan Blinken

(212) 249-9200

 
Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being

Building Your Unique Financial Strategy

Do you have a financial strategy in place? If you don’t, it’s likely not because you haven’t thought about your future or retirement or you’re not sure where to start. Often, many individuals and families need a professional that will teach them what they don’t know and guide them through the planning process.

At Strategies for Wealth, with the help of Jonathan Blinken’s exceptional team, we work closely with clients and develop strategies that can grow with them over the years. Our goal is to protect clients’ personal economies from the unpredictable macro-economy, including events that could derail their financial success. We specialize in serving hard-working individuals, families, and their businesses by offering comprehensive “protection first” financial planning and state-of-the-art pension plans. This includes retirement, income distribution strategies, estate, and education planning.

In all that Jonathan does, his mission is to educate his clients and empower them to feel more in control of their financial life and decision-making. He leverages the finest advisors in the financial planning field, matches clients to the advisor that is right for them based on extensive criteria, and stays intimately involved throughout the entire process. He co-designs his client’s plans and doesn’t rely on cookie-cutter approaches to estate planning. Jonathan is also able to coordinate with other professionals, such as CPAs and attorneys, and takes a holistic approach to financial planning.

Based in New York City, we serve clients throughout the New York metro area, and the country. Whether you want to start building your wealth, protect your wealth, plan for your retirement, or create a legacy, we invite you to contact our office to see how we may be able to help.

Helpful Content

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Be My Beneficiary

Be My Beneficiary

Financial planning for couples.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

 

How Will You Be Remembered?

Estate planning is one of the best ways to leave a lasting legacy to your loved ones.

Gifting of A Stronger Financial Future

Here’s a gift idea that can help create a stronger financial future for your child or grandchild.

What Does That Mean? IDK

Financial acronyms you should know.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How to Spend Smart to Improve Cash Flow

Congratulations — your business is profitable! Have you considered how much of those profits to reinvest in your business?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Don’t Myth Out on Whole Life

Whole life insurance can help protect what matters most: your family, your assets, and your legacy.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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