801.326.1974

jim@zfinancialplanning.com

2150 South 1300 East, Suite 500
Salt Lake City, Utah

 

Investment Advice

Investment Planning... Objective advice that helps you make better investment decisions

Many people don’t understand what their investments are, their cost or what they should be doing. The information to put together a strategy to meet their investment goals can be conflicting and come from so many places that it’s enough to make your head spin. In addition, given the complexity, many people want professional investment advice but are often skeptical of recommendations provided by an individual who is paid based on whether or not you purchase the investment. How would you like someone advising you who is in the best position to offer you unbiased recommendations?

At Z Financial Planning, LLC our investment approach centers on your specific goals not a financial product. Before we make any investment recommendations, we start with a detailed discussion of your financial concerns and objectives so that we can truly understand what you wish to achieve. We’ll review all your accounts and determine not only where they are but where they should be. From there we get an idea of how much risk you can tolerate and then put together a customized investment portfolio as part of your overall financial plan. We believe that this approach puts you in the best position to give you the opportunities you need to meet your goals.

Customized Investment Management

For those that are interested, we provide ongoing, prudent money management to meet your short or long term goals. We allocate your investments across various asset classes and investment styles by choosing mutual funds that have been carefully screened for excellent past performance and management track records. Of course we use extensive research in order to find those fund managers who have consistently beat their industry benchmarks and have the best chance to add value to your account.

Finally, on a quarterly basis, you receive a personalized portfolio report. The reports are easy to read and understand. In addition, we provide concise market commentary, financial planning newsletters and an "open door" policy allowing you to meet with us anytime throughout the year to discuss your situation.

Efficient investing should not be a haphazard exercise. When your investments have been properly balanced, objectively chosen, and are regularly reviewed, you enjoy peace of mind and confidence in your future.

Contact us to discuss your investment goals, situation, and concerns. We’ll be happy to provide you with the non-biased information to help you make the best investment decisions.

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