Financial Services Accounting & Tax ServicesInsurance
At my firm, I have always placed my client's interests first. Unlike many in the financial sector who are only now being required to adopt a ''fiduciary standard,'' as a Certified Financial Planner I have always chosen the highest standard. My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing taxes to paying down debt to saving for college to saving for retirement and protecting our loved ones, these personal finance challenges are all interconnected. It's easy to see how they can easily become overwhelming. My commitment is to utilize all of my resources to help you pursue your goals.
I believe in thinking “out of the box” and am not afraid to challenge conventional wisdom to invest and preserve your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Investment and financial planning services are offered by Nathan S. Zielonka through his affiliation with HD Vest.