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Integrate Your Finances & Goals | Build a Robust Retirement Plan | Optimize Your Tax Exposure
This step-by-step guide is a practical, no-nonsense approach to preparing for retirement. Whether you are a beginner or a seasoned investor this book is refreshingly easy-to-understand. Learn how to integrate your finances and your goals with a powerful plan that can adapt with grace as your life unfolds.
Each chapter represents one of the five pillars of your financial life: income, investments, taxes, healthcare, and legacy. Using the Whole Picture Retirement Plan® process that our team has developed, we walk you through each step of building a strategy that can support you and your family when it matters most.
Meet the Author ZACHARY W. HERZOG
Taking care of my family’s many animals (including the escape artist cows) as a child, I quickly adopted my family’s values of hard work, service, and integrity. My Grandfather dropped out of college to pursue his dream and succeeded. Watching my father run the family business later in life, I also learned that it took complete dedication and sacrifice.
Those early childhood experiences inspired my journey to helping empower people’s confidence in their financial outcomes. That path led me to start my own firms so I could help people in the holistic way I had envisioned but did not find elsewhere.
I have first-hand experience in making sure that a life change does not equal a family’s altered financial health. In the early days of my career, I encountered hardships that forced me to make major life changes early on. I’m happily married with two children, and we have three dogs and two pet pigs named Hammy & Penelope.
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Whole Picture Retirement Plan®
We treat our clients like family as we help them on their journey toward financial independence in retirement.