At Zagari+Simpson, we strive to maintain respectful and caring relationships with our clients and their families.
We’ve partnered with Mandeville Private Client Inc., a securities dealer, to offer our clientele broad access to a diversified suite of public and private investment options.
From the planning process onward, we are proactive in delivering a high level of client service with careful monitoring and strategic advice, detailed reports, and regular review meetings.
We can provide advice on your company and government pension options.
In this case study, Mr. Client’s pension would represent over 50% of his total retirement income, selecting the right option was important. It was also irrevocable.
Tax Preparation is not Tax Planning.
In this case study, you will learn what ongoing and personalized advice looks like in the form of tax planning.
Have you ever heard the expression, “don’t put all your eggs in one basket”?
Could diversifying your portfolio work against you? In this case study, you will learn the difference between diversification or investing in only a few high-quality companies.
Have you ever reviewed your entire financial situation as a model? Learn more about the potential outcome of your financial goals in the present rather than in the future.
Our investment knowledge extends beyond traditional public asset classes including access to private/alternative investments.
Income taxes, longevity and life changing health events are common risks that require your attention. We provide advice to help protect your wealth.
