Why do you need a professional?

Why do you need a professional?

Many Financial Professionals will:

  • Ask about your time horizons for retirement, college planning, estate planning, etc.
  • Research investments
  • Recommend investment products
  • Show you how to diversify your assets to lower your overall risk

This approach might lead you to make financial decisions in an economic vacuum, considering only part of what is important.

When making financial decisions there are two issues that must be addressed-what are my resources and needs, and what could the economic and tax landscape potentially look like down the road?

Many financial professionals only attempt to deal with the first issue and my not even mention the second.  Does that make sense?  It is like being sold a tailored winter coat, but never checking the local weather patterns.  If you live in South Florida, how reasonable is it to buy the coat, no matter how good the fit?

You deserve a Financial Professional who considers not only your situation, but also the economic and tax environment in which you live, work, and invest.

The analysts, advisors, and resources that we look to are not unduly swayed by short-term shocks to our economic system, nor do they become overly focused on the extreme volatility that can often occur in our financial markets.  Instead, they help guide financial professionals and their clients using long-term economic indicators and planning opportunities that are anchored in historical patterns of spending and demographics, and potential ways to best plan for retirement and tax issues.

We are members of various advisor networks which help us educate our clients about what may lie ahead economically and tax wise.  Based on this information and ongoing research, our clients are able to develop action plans designed to help move them toward wealth creation and an increased confidence in their retirement and financial estate plans.

Greg Zott is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. GNZ Financial Services is not affiliated with USA Financial Securities.

Greg Zott is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ; FL; MI. For investment advisory services these states include: AZ; FL; MI; WA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.


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