Aaron Zauner

I help clients plan for their financial future, which gives them the freedom to enjoy today! “If you fail to plan, you’re planning to fail” -Benjamin Franklin Your financial plan will focus on: • Your personal, family, and financial goals • Your concerns & individualized needs • Your emotional & risk preferences After discussing your goals, we’ll prioritize what’s most important to you and manage your investments according to your financial plan. Whether you want to leave a legacy, live your legacy, or do both; I strive to help you get the most out of the wealth you’ve accumulated. ___________________________________________ As a Wealth Advisor with 18 years directly advising high-net-worth clients in the financial services industry, I have the experience dealing with client situations that require very specialized strategies to offset specific risks and liabilities relative to each clients unique situation. I’ll strategize with your tax and estate professionals to ensure your holistic financial plan is properly implemented. Together we‘ll focus on multi-generational planning, tax-efficient investment management, and charitable giving strategies that will help maximize your tax savings and overall estate value. Areas of focus: •Wealth Management •Tax-efficient Investing & Tax Planning •Financial and Retirement Planning •Retirement Income Planning •Separately Managed Account’s •Alternative Investments •Estate Planning •Small Business Accounts •Tactical Strategies •Employer 401k’s •Stocks, ETF’s, Mutual Funds, Exchange Funds