285 West 80th Place
The zakWEALTHADVISOR Difference
The zakWEALTHADVISOR Team
Client Gold Medal Services
Is Your Financial Advisor a Fiduciary?
Client Learning Center
Resources about COVID
Client Account Access
Client Gold Medal Services
"The New Standard in Personalized Wealth Management"
Retirement Income & Distribution Planning
Goals based Retirement Planning-"What captures your heart?"
Analysis of your income needs now and in the future
Continual development and implementation of recommendations to fund your income needs and help you to maintain a comfortable standard of living
Recommendations regarding the most suitable distribution strategy for your Employer Retirement Plans (401K plan, 403B plans, Employer Stock plans)
Analysis of the beneficiaries of your IRA and how to establish an "Inherited IRA"
Social Security Analyzer
Medicare Supplement Analyzer
Investment "Watch Dog" Service
Reviewing your investments and designing a personalized portfolio appropriate to your needs
Independent, objective financial advice
Year long, ongoing and consistent monitoring of your investments
Annual "Renewal Meetings" to review and evaluate your portfolio, update your objectives if needed, re-allocate your portfolio as needed to meet your goals
Recommendations regarding your investment allocations within your Employer Plan (401K, 403B, Company Stock plans)
Weekly Market Update via email
Quarterly "Market Watch" letter detailing our firm’s research, analysis and view of the current state of tthe investment markets
Tax Reduction Planning
Recommendations of tax solutions including tax advantaged investments
Staying up-to-date on and presenting new tax laws that can affect your situation
Comprehensive review of your tax return to highlight potential opportunities for maximizing tax reduction strategies
Complimentary consultation with your tax preparer
Family Wealth Planning
Analysis of your current Estate Plan and concerns
Assistance in transferring your assets to your Living Trust or other trusts
Providing guidance with the appropriate and necessary steps in the event of the death of a loved one
Helping you to write your "Family Love Letter"
Strategies for funding Education Plans for your children and grandchildren
Asset Protection Strategies for potential Long Term Care expenses
Complimentary consultation with your Estate Planning Attorney
Client Services & Communications
Interactive Web Site with financial calculators to help analyze “what if” scenarios
Create your Personalized “Wealth Advisor” report
Quarterly Newsletter to keep you informed of the most current planning options
Semi-Annual or Annual “Renewal Meetings”
Special Reports on how to help you reduce your taxes and other timely topics
Special Gold Medal Client Events
Client Education Workshop – Clients & Guests Welcome!
Client Appreciation Dinner – Exclusive Event for Clients Only
Client Advocate Special Event – Exclusive Event for Clients Who Refer Us
Have a Question?