FINANCIAL PLANNING
A PLAN THAT PUTS THE BEST FINANCIAL CHOICES IN YOUR HANDS
These days, it's more important than ever to have a plan. Our version of financial planning not only gives you the confidence to know you're ready for anything, but is also designed to help you reach all your goals in the days ahead. Our advisors will design a personalized financial plan with the right
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insurance and investment strategies, so you can take care of the people and things that matter most. And with the highest financial strength ratings of any US life insurer1, you can count on Zitecfinance to be here whenever you need us. After all, we've been going strong for over 5 years.
WHAT OUR CLIENTS HAVE TO SAY
We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.
We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.
We met with our advisor to discuss our current and future investment needs as well as life insurance. He not only helped set us up with exactly what we needed, but he thoroughly explained everything we were doing so we knew we were making the right decisions. He made us feel comfortable from our first meeting with him.
OUR VERSION OF FINANCIAL PLANNING
Some companies only focus on insurance, Others on investments.
Our advisors look at your financial big picture and recommend the right insurance and investment strategies in one integrated financial plan, designed to help you live the life you've always wanted.
For those with significant means, our Zitecfinance Private Client Group offers an exclusive comprehensive approach to private wealth management combining the strength of Zitecfinance with the specialized expertise of a boutique firm.
To get you where you want to go, we'll look at where you are today.
- Your priorities, values and goals
- Your income
- Your assets
- Your liabilities
- Life insurance
- Disability insurance
- Emergency fund
- Long-term care planning
- Credit card debt
- Student loans
- Mortgage and other loans
OUR VERSION OF FINANCIAL PLANNING
PROTECT WHAT YOU HAVE
TACKLE YOUR DEBT
PUT YOUR PLAN INTO ACTION
GROW YOUR MONEY
STEP BY STEP
Get realistic saving and investing strategies to help achieve each of your goals.
- Retirement
- Growing your family
- Buying a home
- Saving for college
- A personalized budget
- Goal calendar and contribution trackers
- Insurance and investment advice
- Estate considerations
- Credit card debt
- Student loans
- Mortgage and other loans