Retirement Needs Analysis

Is this the year you stop procrastinating about your Financial Plan?

If you're like many of the people we've helped, you may be unsure about your finances. You may save a percentage each month and contribute to a retirement plan. But preparing for the future can be overwhelming. We're here to help. A local Zuk Financial Group advisor can produce a personalized retirement plan for you - you need only enter the information in the online form below. We believe that you’re going to find the analysis extremely useful and we offer it as a complimentary service! The information you provide is confidential and requires no obligation to obtain any of our planning services. You will receive a detailed analysis regarding the amount of money you may need to live a comfortable retirement based on the information provided.  We will contact you to confirm the best method to deliver your custom analysis and if you would like, a personal no obligation consultation.

4 Money Blunders That Could Leave You Poorer

A “not-to-do” list for the new year & years to follow. How are your money habits? Are you getting ahead financially, or does it feel like you are running in place? It may come down to behavior. Some financial behaviors promote wealth creation, while others lead to frustration. Certainly other factors ...

Getting Your Household Cash Flow Back Under Control

Developing a better budgeting process may be the biggest step toward that goal. Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. Having a cash flow management system may be instrumental in restoring some ...
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 the company assumes any fiduciary duties. In addition, such service should not be relied upon as the only source of information. This information is supplied from sources we believe to be reliable but we cannot guarantee its accuracy. Hypothetical illustrations may provide historical or current performance information. Past performance does not guarantee nor indicate future results.Note: Zuk Financial Group and its affiliates do not provide legal, tax, or estate-planning advice. For questions about a specific situation, please consult a qualified adviser.Financial calculators and financial information provided are for general information and should not be construed as investment advice or relied upon to make investment decisions. Accuracy of the calculators and their applicability to your circumstances is not guaranteed. Please keep in mind that it is possible to lose money and not achieve the objectives of the calculators. Dividends and returns on investment are neither estimated nor guaranteed. Actual dividends and returns on investment may be higher or lower than the results attained in the hypothetical calculations.  Investments seeking higher rates of return generally also involve a higher degree of risk.  Neither Zuk Financial Group nor LPL is responsible for the consequences of any decisions or actions taken as a result of the information provided by these calculators.· Not FDIC/NCUA insured · Not bank/CU guaranteed· May lose value · Not a deposit · Not insured by any federal agency