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Understanding Who You Are

Is the First Step In Learning How We Can Help


Who Does Zuk Financial Group Work With?


 

Educators

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Educators

Considered to be “The Educated Choice,” our firm has specialized in helping California’s educators since 1974. In fact, our founder, as well as many advisors on our team today, bring their own personal insights as educators into helping today’s teachers find financial peace of mind. With our unique window into your world, our advisors can provide knowledgeable strategies and solutions pertaining to your Cal STRS, Cal PERs, Roth IRA, 403(b) plans and other educator-specific financial concerns.

 

Pre-Retirees & Retirees

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Pre-Retirees & Retirees

A new job. An addition to the family. Purchasing a home. Divorce. Retirement. Life brings about both joyful milestones and difficult challenges that affect your financial situation. That means it’s imperative that you make good decisions now to prepare for these events, both planned and unexpected. And as you near or enter retirement, we’ll help you address your biggest financial stressors including distribution strategies surrounding your employer-sponsored accounts, Social Security optimization, Medicare supplemental options and more.

 

Businesses & Non-Profits

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Businesses & Non-Profits

Whether you’re running a small business or heading up a non-profit, you have your organization’s needs to consider in tandem with your own personal financial goals. From 401(k)’s and small business retirement plans to developing strategies for the self-employed, we bring a deep understanding of your specific needs and requirements and can recommend the right plan to manage your organization’s financial resources.




Helping You Consider Every Option

Now and Through Retirement

Whether you’ve worked with an advisor in the past or you’re coming to us for a fresh financial start, we’re dedicated to addressing your financial concerns from every angle possible. Taking this approach allows us to bring a fresh perspective to your biggest financial concerns. Together we’ll uncover your biggest life motivators, highest level of needs and the life you truly envision for yourself and your family.




What Financial Concerns Are You Facing?

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