Wealth Tracker Program

A full service advisory program that we believe enhances the advisor/client relationship through better communication, organization, goal setting and tracking, and ongoing financial advice.

Key features may include:

1. Organization: All client records and products are pulled into one single data base providing both the Advisor and the Client with combined account data including client and spouse Employer Sponsored Retirement Plans.  24/7 access via the internet.  Tracks all investment positions, performance, and performance compared to a benchmark typically the S & P 500.


2. Retirement Income Planning: Through the use of retirement analysis software; we establish your retirement timeline and goals, the analysis will show us if you are on track to reaching your retirement goals.


3. Wealth Tracker: Great athletes and most successful individuals not only set goals but track their results towards achieving their goals.  Wealth Tracker is our way at assisting our clients in staying on track to reaching their personal financial goals.


4. Risk Profile: Risk assessment tests that help us understand your comfort levels with various types of risk and or market volatility . Each spouse may have very different comfort levels and our position is to match investment recommendations with our clients comfort levels.


5. Employer Sponsored Plans: We will review with you the available choices within your employers plan and assist you with individual investment choices and integrate them into your overall retirement plan.


6. No Load Portfolio: To better assist our Wealth Tracker clients in accumulating wealth we have developed a true no load investment portfolio for their usage.


7. Risk Assessment:  Comprehensive review of your personal insurance needs including Business, Life, Health, Long Term Care, and Disability coverage’s.  Do you have too much or too little coverage?  Or are you paying too much based upon your needs.


8. Comprehensive Annual Review: Are we still on track or do we need to adjust our strategies?  Has our situation changed due to illness, death in family, job loss, or new priorities?


9. Tax Planning Support:  Through our strategic partnership with Haworth & Company our clients get access to a staff of CPA’s at a discount enabling a team approach to maximizing asset growth but doing so while applying tax efficient strategies.


10. Weekly Market Commentary: Keep in tune with what’s going with the economy and the equities markets.  We’ll email you the latest thoughts and commentary.

Our experience over the past 28 years has shown us that organized; informed clients with written attainable goals have the best possible chances of success. Let us help you!

Please carefully consider the investment objectives, risks, charges, and expenses associated with municipal fund securities before investing. More information about municipal fund securities is available in the issuer's official statement. You may obtain an official statement from the issuer or your financial advisor. Please read the official statement carefully before investing.

• Zigler Wealth Tracker Services
• Estate Planning
• Investment Planning
• Retirement Planning
• Tax Reduction Strategies
• Education Planning
• Risk Management/Insurance
• Business, 401K & Other Retirement Plan Consulting