What Are Your Wealth Goals?

Wealth planning is about creating unique goals for your financial life. At the end of the day, everyone has different priorities. Some prioritize their retirement, others prioritize their legacy planning, others their investments, others their taxes, and the list goes on and on. 

 Regardless of your financial goals, wealth planning will make taking action on these goals simultaneously much easier! Step one is laying out your priorities and goals, step two is finding someone with the expertise, transparency, and trustworthiness to help you tackle them. 

The benefits of wealth planning are endless. But the most important benefit is the personalization, confidence, support, and guidance you receive. If you feel like you have too many financial priorities and need to pick and choose them, you’re wrong! 

Download our Guide to Financial Planning

What is a wealth planner? What do they do? We know financial planning can be tricky, we’re here to help.

This guide is a handy resource created to provide you with the tools to help you achieve your financial goals!

The Value of Unbiased Advice

The challenge of finding a great financial planner is real. There are many unscrupulous salespeople out there selling themselves as trustworthy advisors. As a result, few Americans can say they have a high level of trust for financial professionals. In fact, a CFP Board survey of Americans’ perceptions of financial advisors showed that 60% of people feel advisors put their companies’ interests first. Far too often, clients are steered towards financial products that provide kickbacks to the advisors who recommend them.

That’s why Zoe exists – you only work with unbiased credentialed Financial Planners.

What is the Right Solution for You?

Financial planning is often a term used to describe an array of services that a financial advisor offers. Having an understanding of the various financial planning solution will help you assess the right one for you.

Robo Investments

A robo-investor manages your portfolio using mathematical algorithms. There is minimal human interaction and therefore little to no personalization.

Financial Planning

A review of your overall financial situation, building a roadmap for achieving your goals. This includes budgeting, insurance and retirement planning, investment help, and goal achievement like buying a house or saving for education.

Investment Management

Your planner will oversee the implementation of your investments. This includes asset allocation, rebalancing, alternative investing and tax-loss harvesting.

Advanced Planning

Advanced planning involves more complex, intricate financial elements such as trust planning, business succession, legacy planning and philanthropy.

A Wealth Planner With Expertise in Financial Planning

The top 5% of advisors in the nation. 

Trustworthy

Experienced

Nationwide

| Advisors Nationwide |

A Wealth Planner With Expertise in Financial Planning

The top 5% of advisors in the nation. 

Trustworthy

Experienced

Nationwide

| Advisors Nationwide |

Ready to Grow
Your Wealth?

Let us connect you with the most qualified wealth planners

Ready to Grow Your Wealth?

Let us connect you with the most qualified wealth planners