As the homepage states, “No Matter Where You Are in Life, It All Starts with a Plan.” Whether Summary, Retirement, or Financial, the professionals at Zandlo Wealth Advisors must learn and, more importantly, listen before they can advise. It is our opportunity to become immersed in your financial situation, thereby allowing the most objective and fiduciary advice to be dispensed on your behalf.
Exclusive to Emerging Clients with a Net Worth <$1,000,000, a Summary Plan is the bedrock upon where you begin to accumulate wealth. Every aspect of your financial situation is analyzed in broad fashion, covering the five principles of financial planning, complete with actionable Short and Long-Term Recommendations, for implmentation.
Primarily for clients within 7 years of retirement, this targeted analysis examines pre and post-retirement considerations, including, but not limited to Asset Allocation, Cash Flow Planning, Income Tax Efficiency, Legacy Planning, RMDs, and Social Security Income Timing just to name a few. Considering 10,000 people turn 65 every day, a measure of your retirement plan can provide validation and certainty.
Comprehensive. Every aspect of your financial life is examined. Think of it as a SWOT analysis, yet so much more. This flagship service as performed by the Certified Financial Planner™ professionals at Zandlo Wealth Advisors is truly The Benefit of a Lifetime™.
Every Zandlo Wealth Advisors client is relationship-driven. Considering the time invested in Designing a Summary, Retirement, or Financial plan, the next logical phase is Implementation of objective-directed recommendations, followed by continual Monitoring and Evaluating of the client financial situation. Considering life is a dynamic process, filled with unexpected circumstances and life changing events, regular meetings with your Certified Financial Planner™ professional from ZWA, along with the rock solid, fiduciary advice you continuously receive will ultimately be reflected in the penultimate measurement of success, your Net Worth.
Leveraging the best technology (account aggregation, artificial intelligence, cloud and mobile access) with human expertise, allows for an enhanced client experience, irrespective if you are an Emerging or Elite client. Given this holistic and dynamic Client/Advisor relationship, so too is the straightforward method of fee calculation, Retainer based on Client Net Worth. As the Client’s most trusted Advisor, ZWA realized in 1992, this method of compensation accurately reflected the comprehensive services provided, as opposed to the industry standard of “Assets Under Management.” The net result is a limited clientele with customized financial solutions and personalized service. After all, that is what you are paying for, right…?!?
$1,000,001 – $3,000,000
$3,000,001 – $5,000,000
** Sample Annual Fee Calculation: Net Worth $1,200,000 @ 30% = $3,600.00 or $300.00 per month
The Certified Financial Planner™ professionals at Zandlo Wealth Advisors prefer to engage with clients on a continuous basis, becoming their trusted Advisor, however, situations arise that may facilitate the hourly dispensation of financial advice. During the initial consultation, if a short term engagement is preferred AND agreed upon by prospective Client and ZWA Advisor, an hourly rate of $250.00 will be the basis for any short term engagement.
“Money is a means to enhance life’s experiences.”
Do you have 30 minutes to begin a dialogue about your next experience?