As a Financial Advisor, I employ both traditional and innovative approaches that cater to the Risk Management and Wealth Management aspects of financial planning. Your financial plan should be unique, as no one else has the same priorities and needs as you. Therefore, we tailor your financial plan based on your preferences, and if there are changes, we will modify the strategies accordingly.
Our planning philosophy revolves around collaboration, building trust, putting your best interests first, integrating all aspects of your financial situation, and devising practical solutions to complicated issues.
Our planning process involves clarifying your vision, goals, and values; designing creative solutions using our resources and expertise; implementation of your strategic plan, and regularly reviewing, refining, and updating it.
We specialize in various areas of financial planning, including building personalized financial plans, offering extensive investment options, creating customized wealth management strategies, life insurance, disability income, long-term care planning, business succession planning, and charitable giving to support your chosen causes and maximize your tax benefits.
Service location:
Remotely
Service Reviews
5.0
149 reviews
Service as described
5.0
Communication
5.0
Punctuality
5.0
MC
Megan C.
Zaire is incredibly skilled and efficient - a true GOAT! I have complete faith in his ability to manage my investments and rest easy in the knowledge that I am in good hands. His transparency and willingness to explain concepts are greatly appreciated. I cannot wait to begin my financial journey with him.
Many thanks, Zaire!
April 18, 2023
WR
William R.
My ability to express the value proposition that Zaire has brought to me is hindered by CrackerJack. In essence, I believed I had a well-defined need when I approached Zaire. However, after consulting with my wife and me, Zaire helped us expand our perspective and is currently guiding us towards a proper financial path. When the time comes for us to retire, we will undoubtedly owe him a debt of gratitude!
April 9, 2023
SR
Samantha R.
Whilst seeking a financial planner, I stumbled upon Zaire. I was unsure of where to turn for answers to my inquiries concerning my finances and retirement stability. Fortunately, I opted for Zaire and reached out to him. My experience with him has been impressive, as he is truthful, prompt in his responses, approachable and maintains a professional demeanor. He requested essential data from me, and in a matter of days, presented my comprehensive financial portrait. Entrusting a stranger with personal information is risky, but I'm glad I chose appropriately. Without hesitation, I recommend Zaire Askew to anyone uneasy about their financial standing. Thank you!
April 2, 2023
DM
David M.
Because of Zaire's expertise, attention to detail, adaptability, and honesty, my finances have significantly improved. I now have an immense amount of trust in my financial decisions, leading to a substantial increase in my financial confidence.
March 23, 2023
DL
Danielle L.
When I began my search for a financial advisor, I must confess that I was somewhat doubtful. However, after my first consultation with Zaire, I felt considerably reassured. Zaire is exceptionally skilled and proficient in his job. His modes of communication were uncomplicated and clear, and he made certain that all my doubts were cleared. Zaire created an exclusive financial strategy that was tailored specifically to my individual circumstances. Based on my experience, I would recommend him without reservation, giving him a 10/10 rating.
