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An Individualized Financial Plan for All Life's Priorities: Chris's Story Thumbnail

An Individualized Financial Plan for All Life's Priorities: Chris's Story

"I enlisted in the Air Force after high school and served honorably for 20 years.

After retiring from military service, I was a public school educator for over 30 years, working as a teacher, counselor, and school administrator. My wife and I live simply and have been diligent savers over the decades. About 10 years ago, our nest egg had grown sizable, and I realized I needed professional guidance on how to best invest, allocate, and protect our hard-earned assets.

A trusted lawyer friend connected me with Weiss, Hale & Zahansky Strategic Wealth Advisors. Jim Zahansky met with my wife and me and impressed us with his warmth, candor, and command of complex financial strategies. He asked thoughtful questions to understand our values, priorities, and vision - not just our money. He laid out a comprehensive, customized plan to consolidate our accounts, maximize returns within our personal risk tolerance, mitigate taxes, and pass wealth securely to heirs and charities.

In retirement, I am so grateful to have WHZ as partners. They freed me from financial worries so I can focus on family, travel, and fun.

WHZ is always there if I need them, with lightning-fast response times and clear communications. They proactively review our portfolio and financial plan periodically to ensure it aligns with our evolving needs and market conditions. And they coordinate seamlessly with our CPA at tax time.

I wish I had connected with WHZ decades earlier. I cannot recommend them highly enough for their technical expertise, compassionate service, and results that have exceeded my expectations.

"Dave" signature

This statement was provided 2/28/2024 by Chris Contos who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

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