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Chris Zeches Named to the LPL Ambassador Council
Tucson, AZ — April 11, 2023 — Chris Zeches from Zeches Wealth Management, based in Tucson, AZ, announced that he has been named by LPL Financial (LPL) as a new member of the LPL Ambassador Council.
WE SPECIALIZE IN WORKING WITH PEOPLE LIKE YOU
When choosing a financial advisor, it is important that the person that you work with understands your situation and has experience solving your problems.
Our extensive experience not only involves working with families and various trusts, but also includes working with businesses.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
A PHILOSOPHY OF FAMILY
We are a father-son, multi-generational firm. Edward J. Zeches, Jr., CPA, Managing Partner, is a Certified Public Accountant (CPA), and Christopher P. Zeches, Managing Partner, is a CERTIFIED FINANCIAL PLANNER ® professional.
YOUR PERSONAL CHIEF FINANCIAL OFFICER
Our five-step process allows us to understand what is most important to our clients, create a plan to help guide them, and monitor the progress toward accomplishing their goals.
WHO WE ARE
For us, a long-term approach doesn’t mean 10 or 20 years; it means a lifetime. We have one priority: taking care of multi-generational families and helping them work toward their goals and objectives.
Actionable Advice
Wealth Protection and Planning for Retirees Part 3 – Building A “War Chest”
Your budget is your road map that outlines what to expect on a monthly basis to keep track of your income, spending, and savings goals. As discussed last time, having a budget is even more necessary in retirement.
Tax Savings for Business Owners Part 3 – 401(k) with Profit-Sharing Plan
As a business owner, you are likely looking for ways to maximize your retirement savings while incentivizing your employees. One way to achieve both these goals is by offering a 401(k) with a profit-sharing plan…
Tax Savings for Business Owners Part 2 – Cash Balance Plans
As a business owner, you are constantly focused on the long-term financial stability of your company. Retirement plans are a great way to help you reduce your taxable income while benefiting your and your employees’ retirement. Besides 401 (k) plans, another retirement plan worth considering is cash balance plans.
A SECOND OPINION FOR CHALLENGING TIMES
In the current economic environment between volatility, political worries and life changes, you may be in a complex situation or just unhappy with the advice you are receiving from your financial advisor—it’s not uncommon.
We believe that many high-net-worth investors would value a second opinion on their finances.
could you benefit
FROM A CUTTING-EDGE TEAM WITH A
Clear Vision?
TUCSON OFFICE
2850 N. Swan Road, Suite 100
Tucson, Arizona 85712
(520) 326-6923
PHOENIX OFFICE
4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018
(602) 955-2838
Copyright 2023. Zeches Wealth Management, A Registered Investment Advisor.