What We Offer

“Ziel” is a German word with multiple meanings:

GOAL – TARGET – DESTINATION – OBJECTIVE – AIM – PURPOSE

Our mission is to identify all of the above in your financial life and create a customized plan to help you reach your goals while minimizing risks, costs, and taxes.

We believe most investment advice offered by stock brokers, bankers, insurance agents, Registered Investment Advisors, Certified Financial Planners, and Certified Financial Analysts is more about what Wall Street wants to accomplish than what is best for you.  The majority of Mutual Funds, Exchange Traded Funds (ETFs), Hedge Funds, Private Equity and Alternative Investments Funds generally fail to meet, let alone beat, their benchmarks on an ongoing basis and charge management fees.  Our methodology assembles a diversified portfolio of FDIC insured bank instruments, individual investment grade bonds and only the highest quality Blue Chip companies selected for their low volatility and annually increasing dividend income. These investments cost nothing to hold in a portfolio.

It is our firm belief that most financial products sold today are problematic at best and do not serve an investor’s best interests.  Our goal is to help steer you away from riskier investments, unnecessary costs, and potential tax problems and help protect your hard earned money through the use of only the best available individual securities.

No matter how old you are or what your level of wealth is, everyone should have access to qualified financial advice from a fiduciary who cares about capital preservation.

From a free initial consultation to a comprehensive financial plan, we will partner together to empower you with the financial tools you need to take control of and improve your finances.

We look forward to helping you reach your investment goals.