Money Advisors
Financial Planning –
If you want to achieve your goals and live your dreams, it is critical to have a plan in force. Our tax and estate conscious approach to personal financial planning ensures you have access to a Certified Financial Planner® and valuable tools to build your future.
Investments-
Whether you’re planning to pay for college, buy a home, or plan for other major expenses, choosing the right investment strategy can be a key component of your plan.
Retirement Planning-
What you are retiring TO is more important than what you are retiring FROM. Whatever you plan to do in retirement, you must have a plan in place to fund your lifestyle. You work all your life for a paycheck. In retirement, your savings should be able to take the place of that income.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
azientek@zientek.com | (281) 496-6152