A personalized plan.
After you have told us how you feel about money, we will determine a comfortable strategy for investment planning.
Our goal is to help you build a financial foundation by making certain you have an emergency fund in place before we select additional investment building blocks. Once we set up your investments, we’ll monitor the progress your money is making, meeting regularly to ensure that your investments continue to reflect your life circumstances.
To complement our investment planning services, ZFS partners with the esteemed Commonwealth Financial Network® to give clients a wide variety of investment choices, easy access to financial analysis, and seamless support for ongoing portfolio management.