Broker Check

120 Broadway
37th floor
New York, NY 10271

LinkedIn

Jonathan Blinken

(212) 249-9200

 
Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

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

Gifting of A Stronger Financial Future

Gifting of A Stronger Financial Future

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

Caring for Aging Parents

Caring for Aging Parents

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

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

 

Take the Stage: Starting Out

Start planning for their financial futures by following a few helpful guidelines.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Financial Hacks for Millennials: Don’t Get Burnt With FIRE

Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

View all articles arrow

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

My Retirement Savings

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow