Background
- University of Florida Alumnus: Zach graduated from the University of Florida, ranked as the number 1 public school university in 2023 per WSJ, bringing a strong educational background in Finance to his financial planning expertise.
- Customized Tax-Efficient Investment Strategies: Zach offers highly personalized investment strategies tailored to each client’s specific goals, focusing on tax efficiency and minimizing costs to maximize returns.
- Comprehensive Financial Planning: As a CERTIFIED FINANCIAL PLANNER™, Zach utilizes a thorough financial planning process to address various aspects including estate planning, retirement planning, asset allocation, investment management, and insurance needs.
- Access to Expert Professionals: Zach’s extensive network grants clients access to a range of professionals including CPAs, Estate Attorneys, Real Estate Advisors, and others, ensuring a comprehensive approach to wealth management.
Adding Value
Solo Business Owners:
- Crafting customized financial plans for solo business owners addressing unique challenges such as fluctuating income streams.
- Implementing tax-efficient strategies like retirement plans (SEP IRAs, solo 401(k)s to optimize income and minimize tax liabilities.
- Offering risk management solutions to safeguard business assets and ensure continuity during unforeseen circumstances.
- Providing succession planning guidance to facilitate seamless business transfer or sale for long-term financial security
Divorced Clients:
- Specialized financial planning to navigate post-divorce financial implications including asset division and alimony considerations.
- Evaluation and restructuring of financial plans to adapt to changed circumstances post-divorce, like single-income households or revised retirement goals.
- Guidance on property settlements, considering tax implications and long-term financial impacts, for equitable asset distribution.
- Collaborating with legal and tax professionals to develop comprehensive strategies aligned with divorce settlements and future financial goals.
Millennials with Equity Compensation Challenges:
- Addressing intricate equity compensation structures like stock options, RSUs, or ESOPs to guide millennials through tax implications and optimize financial gains.
- Tailoring strategies to manage vesting schedules and timing of stock option exercises for enhanced investment returns.
- Providing diversification guidance to ensure a balanced investment portfolio beyond equity compensation, mitigating risks.
- Educating on long-term financial planning to leverage equity compensation for life milestones such as home purchases or retirement savings.
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