Our services center on setting what your goals are, and then setting a method to achieving them.
For over 40 years we have been successful by serving the best interests of our clients through a Holistic Planning Process by addressing all financial issues.
If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer.
The firm was founded by Michael Zulinski CLU,ChFC in 1979.
We adhere to the Holistic Planning concept of Financial Management not just parts but the whole Plan.
We specialize in Retirement and Estate Planning yet address many of the other financial and risk management issues that you face in life.
We have a passion to help our clients through the various financial situations in life.
Of the mistakes made by investors, seven of them are repeat offenses. In fact, investors have been making these same mistakes since the dawn of modern markets, and will likely be repeating them...