Strategic Resources

Effective financial strategies often require a team of experts collaborating to serve your best interests. In these situations, BlockWall Strategies acts as the quarterback, ensuring everyone is aligned and working together to deliver the best possible outcomes. If you already have trusted professionals, such as a CPA or attorney, we are more than happy to coordinate with them. Additionally, we can leverage our network of subject-matter experts as needed. Below are some of our strategic alliances that help enhance the value we provide.

We are a trusted partner, dedicated to guiding our clients to make confident and well-informed decisions about their financial future. BlockWall Strategies commitment is to provide personalized attention and tailored strategies to our help clients achieve their financial goals. We specialize in investment analysis, protection analysis, tax strategies, estate planning, and retirement planning, serving the unique needs of individuals, families and business owners with care and expertise.

Steve Block and his fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies.

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Steve Block can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.