For Pre-Retirees & Retirees
Step 1: Watch No-Cost Training Video
Top 3 Retirement Mistakes That May KILL Your Retirement
And How To Help Protect Your Nest Egg
Step 2: Schedule No-Cost 1-on-1 Retirement Planning Consultation ($795+ Value, $0 Today!)
Spaces are limited due to scheduling availability...
Our retirement strategies work best for those with investable assets of at least $500k+.
Meet the Advisor Guiding People to Live the Life They’ve Dreamed About
Zach is a Certified Financial Planner™ and the founder of Factor Financial, a virtual retirement planning firm built specifically for people navigating the transition from accumulation to retirement.
After spending years inside the traditional financial services industry, Zach saw firsthand how most retirement plans were built around products and commissions rather than client outcomes. He founded Factor Financial to do it differently - with a transparent, research-backed process that puts the client's retirement first.
Zach specializes in retirement income planning, multi-year tax planning, retirement portfolio risk management, and estate coordination. He works with clients all over the country who are retired or close to it, with $500,000 to $5 million in investable assets and who want a comprehensive strategy - not just an investment account.
Outside of work, Zach is usually working out, playing pickleball, or spending time with family. He uses his professional experience and education to help people plan and enjoy their retirement with confidence.
- CFP®
- CRPC®
- Fiduciary Wealth Advisor
- CRD#: 7259006
What Our Clients Who Trust Us With Their Future Say
The information in this material is designed for educational purposes only. It is not intended to be a substitute for tax, legal or financial advice.
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