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How We Help

At Zaleck Financial Advisors, we believe that every individual and family needs a financial strategy to set and achieve financial objectives. We seek to help clients identify appropriate and realistic financial goals and develop strategies that may help them pursue them.

Many individuals and families aren’t armed with a financial strategy because they don’t know where to start. We seek to serve as a firm that clients can trust to appropriately manage their assets so they can instead focus on their passions in life. Whatever a Client's’ concerns are, we can help answer questions they may have, such as:

  • When can I retire?
  • What’s the risk in my investment portfolio?
  • Can I afford to send my child to college?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • How do taxes play a role in my investments?
  • How can I create a steady stream of income that lasts through retirement?
  • How can I get the most out of my 401(k) and/or IRAs?
  • Is my portfolio as tax-efficient as it can me?
  • What legacy do I want to leave behind for my family?

Contact us today if you or someone you know would like answers to these, or other, questions.