Our Process

   

Our Process

A strong, goal-directed planning process is one of the best ways to create a more financially secure future. It is crucial to create a financial plan that seeks to protect your needs now and that plans for the future in a tax efficient manner.

It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.

With these goals in mind, we will work together to assess your total financial planning needs including important milestones such as:

  • Major purchases
  • Marriage
  • Children
  • Education
  • Personal goals
  • Retirement

Our goal-based financial security planning approach includes regular review of ongoing financial management strategies and is designed to help you:

  • Define customized short and long-term goals that ensure you choose only the right financial products and services
  • Identify roadblocks or gaps that might impact your financial planning strategy
  • Continually monitor your plan to ensure it meets your changing needs

Contact us today to find out more about R S Zweig Financial Advisors unique financial planning process and how we can help you achieve your goals.

Investment Advisory Services offered through Securities America Advisors, Inc., an SEC registered investment advisory firm. Ronald S Zweig, Registered Investment Advisor Representative. 

Securities offered through Securities America, Inc. Member FINRA/SIPC.  Ronald S Zweig Registered Representative.  Securities America companies and R S  Zweig Financial Advisors LLC are independent non-affiliated entities.

 Please remember to contact R S Zweig Financial Advisors LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.   A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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