An unequaled standard of excellence

Financial Services

We are dedicated to pursuing an unequaled standard of excellence by providing personalized values-based financial planning. We work with clients across the country to improve the quality of their lives by recognizing that each individual and his/her family has a unique set of needs, goals, and aspirations and assist them in making educated, intelligent financial decisions. We deliver these services to our clients and families through our customized Wealth Advisory Services and Investment Management. Investment and financial planning services are offered by Kami Zonin through her affiliation with Avantax.

We will be your lifetime financial coach, providing comprehensive wealth and investment management strategies to generations of families. We aim to do this by:

Serving as our families most highly-valued wealth and issues service provider.

Working collaboratively with other professionals who are essential to the planning, implementing, and monitoring of the wealth process.

Proactively tending to the needs of our clients and their families.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Approach

Step 1

At first, we will ask you for information so we can understand your personal and financial circumstances. Then we'll work with you to identify goals and objectives. After we have identified goals, we'll analyze your current course of action and other approaches you might take.

Step 2

We'll present the financial planning recommendations to you, along with the information we considered to develop them. After that, we'll work with you to decide how you would like to proceed.

Step 3

We will monitor our work and let you know when we need to discuss changes. We'll remind you to tell us about changes to your personal and financial circumstances that may mean we should update our recommendations.

Step 4

We'll develop the financial planning recommendations.

Achieve Your Goals

Money Matters

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. Create budgets to understand and make decisions about where your money is going.

Lifestyle Matters

Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. Put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Trusted Advice

Divorce Finances

Settling monetary issues during a divorce can seem an insurmountable task. Know, without question, what you are negotiating for and agreeing to before you sign.

Taxes

Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Digital Assets

Not sure if this is something you are missing out on or should get involved in? Have your questions answered and any myths debunked, so that you can decide if digital assets are a fit for you.

Safety for your family

Retirement

Where will your retirement money come from? Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Insurance

Insurance transfers the financial risk of life’s events to an insurance company. A strategy can include personal insurance, liability insurance, and life insurance.

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.