Our Services
We serve individuals and businesses in all areas of financial management, including:
Providing tailored estate planning solutions. Our goal is to ensure your assets are protected and your wishes are honored. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Whatever form of estate planning you’re looking for, we offer personalized guidance every step of the way, giving you confidence for the future.
Customized planning program for clients dedicated to helping prepare for financial independence and long-term performance during the post-divorce transition.
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Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
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Tax Planning
Looking for ways to help reduce your current and future tax burden. Referring you to or working with your qualified tax specialists.
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Risk Management
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the most appropriate policy for your situation.
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Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education.
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Investment Planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you work towards and potentially exceed your goals.
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Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
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Widow/Widower Planning
Helping understand the financial transition process during this difficult time. Looking at what take steps to take toward the things you want, as well as help you pursue the things you need.
Zapata Private Wealth Group, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Asset allocation does not ensure a profit or protect against a loss.