Our Firm

 

 

Zapata Private Wealth Group, LLC is committed to helping you pursue your long-term financial goals. As professionals in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

 

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • How can I better position my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • How can I position my investments for competitive potential returns while reducing risk?
  • How can I create a strategy striving to "inflation-proof" my investment income?
  • Do I need disability income insurance? Long-term care insurance?
  • How can I work towards my children receiving as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

 

We offer financial products and services tailored to your individual needs. Zapata Private Wealth Group, LLC is committed to you for the long term. Zapata Private Wealth Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.