PLANNING MADE PERSONAL

For most people, money is a very personal matter. At Zando Financial, we believe that finances are personal and that financial planning should be client-centered and delivered with personal attention. We are dynamic in the way we offer our services and in our recognition that every client is unique, as well. At Zando Financial, you will benefit from a high level of service, provided with dedicated, 24/7 accessibility to every level of investor.

 

WELCOME TO OUR FINANCIAL FAMILY

As your primary contacts at Zando Financial, we feel we offer the best of both worlds. Our separate skill sets, distinct personalities, and decades of stellar experience overlap and complement one another to produce the ideal team, working both individually and together. Just as our business is family, we treat our clients as family, too, with the respect they deserve. And our goal is the same as yours: to evaluate, plan, guide, and protect your financial future.

 

FINANCIAL PLANNING = LIFE PLANNING

Effective financial planning has just as much to do with who you are as who we are. At Zando Financial, we work hard to get to know every client and look at each person in their entirety, realizing that their past experiences and future goals will impact their financial roadmap.

By learning about your values, perspectives, goals, relationships, charitable interests, financial needs or other circumstances that may change over time, we will work with you to create a truly customized portfolio to match the person that you are, the life you want to live, and the legacy you wish to establish.

Whether you are just starting a new job, changing careers, launching a new business, retiring, providing for children or grandchildren, tending to health issues, or simply wondering what to do next, this is the time to chart your course. Our comprehensive services include financial planning, retirement planning, and estate planning.

 

WHAT TO EXPECT

At Zando Financial, we bring 35+ years of meaningful experience, having worked with some of the most elite agencies and the top financial advisors in the United States, including training other advisors and handling high-worth accounts. We work as independent advisors with LPL Financial, the largest independent brokerage/dealer in the country, which allows us to act in the best interest of each client while backed by a big firm and extensive resources.

We take pride in going above and beyond, bringing the values of our home office to your home, putting a friendly face on finance, and providing the highest level of individualized service.

We appreciate the value of every client, striving to keeping them informed, engaged, and motivated at all times.

Every one of our clients, regardless of account size, can expect:

  • One-on-one, personal consulting to ask the right questions and establish your past, present, and future planning
  • Round-the-clock accessibility with direct contact to each team member when you have questions or updates
  • In-depth quarterly reviews of your portfolio to ensure it continues to meet the needs of any changing circumstances
  • A personal financial website and online document vault so you can conveniently track your finances at any time
  • A full suite of financial products and comprehensive services that are designed specifically for you.

ZANDO FINANCIAL: EXPERIENCE WITH ACCESSIBILITY