Financial Advising

Charitable Planning

Get guidance for your charitable giving goals to incorporate your philanthropic interests into your overall financial plan for a more financially satisfying future.

Equity Compensation

Equity compensation affects every aspect of your financial life. We’ll keep you on the right track, eliminate confusion, and provide a clear plan with opportunities to capitalize on your ability to grow your net worth with the right strategies.

Estate Planning

An estate plan is essential, regardless of your financial situation. Whether it’s as simple as naming a 401k beneficiary or creating several different trusts, rely on Zajac Group to help.

Investment Management

Shape your investment plan and create opportunities. With integrated and experienced management, we strive to help you build your portfolio while protecting what’s yours with a sophisticated approach.

Financial Planning

Get financial planning that supports your path forward with help from the Zajac Group. With a nationwide reach, extensive resources, and top-tier experience, we create a custom plan that suits your goals—now and in the future.

Tax Planning

Take the worry out of getting taxed with guidance from our financial advisors, who specialize in tax-smart wealth management strategies that help you save more money.