Our Services

 

 

 

We serve individuals and businesses in all areas of financial management, including:

 

  • Retirement planning
    Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

 

  • Tax planning
    Looking for ways to help reduce your current and future tax burden. Referring you to or working with your qualified tax specialists.

 

  • Estate planning
    Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

 

  • Risk management
    Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.

 

  • Education funding
    Recommending investment and accumulation strategies to help you pay for your children's education.

 

  • Investment Planning
    Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards and potentially exceed your goals.

 

  • Employee and executive benefits
    Helping your business attract and retain qualified employees through benefit packages

 

  • Widow/Widower Planning
    Helping understand the financial transition process during this difficult time. Looking at what take steps to take toward the things you want, as well as help you pursue the things you need.

 

  • Post Divorce Financial Planning
    Customized post divorce financial planning program for clients dedicated to helping prepare for financial independence and long term performance during the post divorce transition.

 

Zapata Private Wealth Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Asset allocation does not ensure a profit or protect against a loss.