Additional Offerings from Zando Financial

Ask Anything – 20 minutes to ask us anything that is on your mind regarding financial planning, investing, retirement planning, insurance, saving for college, etc. 

Second Opinion – 30 minutes for us to look at what you currently have and offer an informed, second opinion with no commitment from your end.   

Complimentary Financial Planning Consultation – We offer a complimentary financial plan based on the information you provide to us. 

Add to your client experience with: The Family Phone Call  
We will either speak with or sit down with your children to discuss financial planning for them along with what they need to be doing at whatever stage of life they are at. 
This can work in conjunction with legacy planning for you. Which can be confidential or out in the open; that is totally up to you to decide.  


Call or email us today to schedule one of these meetings! or