Helping clients navigate their seas of wealth.

A family owned-and-operated financial services firm with over 40 years collective experience and expertise.

When To Plan

The Three Financial Life-Stages

Everyone shares the same three life stages, but no two individuals will need the exact same advice. Each situation is unique in nature and requires precise and adequate planning.

During an individual’s working lifetime, their main focus financially tends to be acquiring investable assets and on the growth and accumulation of their wealth.

Our advisors assist individuals manage investment risk, actively manage portfolios and assets to maximize potential returns, while assisting through liquidity events such as entertainment and travel, taxes, and purchasing homes.

Once an individual nears or enters retirement, their main focus should be how to preserve their hard-earned savings while maximizing their retirement benefits.

Our advisors assist individuals plan for important decisions such as income, healthcare and long-term care planning, as well as taking into consideration important decisions like Social Security, Medicare, and Estate Planning needs.

Your financial legacy does not have to stop after your lifetime. With proper planning, your wealth and legacy can be passed down throughout generations to come and benefit many others along the way.

Our team assists individuals plan on how to efficiently give to their family, philanthropy and charity, and ultimately transfer their wealth and estate over multiple generations.

contact us

Lets Have A Conversation

Our team is always available to answer any questions you may have. Contact us today to schedule a no-strings-attached conversation with The Zois Group team. We will discuss your specific goals, your current financial situation, and what is most important to you and your family.