Welcome
Zuk Financial Group is a retirement planning and financial advisor firm.
We specialize in the investment, tax planning and retirement needs of the educational, non-profit and professional communities. We provide innovative financial planning offerings, with a specialization in the educational and public sectors. We know that choosing a financial advisor is one of the most important decisions you can make. So we invite you to explore our services, learn more about who we are, then contact us, and we’ll show you how our experience and innovative approach will exceed all your expectations.
What does your plan look like?
There are many difficulties in proper retirement planning not the least of which is the fact that many assumptions must be made. Our online fact finder will provide our advisors with the information to help you overcome those difficulties.
Retirement Needs Analysis

Retirement Needs Analysis
Financial Calculators
How much should I be saving for college?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
Read moreHow much should I be saving for college?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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How long will my money last with systematic withdrawals?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
Read moreHow does inflation impact my retirement income needs?
This information may help you analyze your financial needs. It is based on information and assumptions provided by you regarding your goals, expectations and financial situation. This service shall not infer that…
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