What sets us Apart:
Families don’t have to be people who live together or are related to one another. They are people who are there for each other, helping to plan together and looking forward to sharing in each other’s achievements in the future. We, at ZK Financial Group want you to think of us as part of your family, here to provide direction, ambition and desire for progress.
Location: 1277 West Mason Street Green Bay, WI 54303
Use the lower-level entrance located at the rear of the building
Who is your typical client?
Our clients typically seek to maintain and enhance their lives today and in the future. However, each person’s needs and situation are unique. Your planning is based on you and not a standard model.
Our clients are a diverse group ranging from individuals and families to small businesses. We recognize the differences in the lives and businesses of our clients and we are committed to providing personal financial guidance. At ZK Financial Group, we are drawn to those who share our values to develop a complete plan based on their individual vision and a long-term relationship.
Do you have a minimum account size?
Due to the high level of attention we provide our clients, we specialize in households with minimum investable assets of $200,000. This may be waived for family members and referrals of existing clients. Investable assets most commonly include current retirement plans, retirement accounts from previous employers, IRAs (traditional, rollover, Roth, SEP, inherited, SIMPLE), brokerage accounts, trusts, and cash.
What to bring to your first meeting?
We will devote our first meeting to learning everything about your financial situation, your goals, and your needs. It is important to bring any documents that may help us understand your overall financial picture. This can save time and better assist us in developing a financial plan that is distinct to you.
Do you work with clients remotely?
Although ZK Financial Group is located in Green Bay, Wisconsin, we work with clients all over the United States.
To do that, we use. . .
When looking for a financial advisor who follows a fiduciary standard, consider prioritizing the right fit over an office location near you. After all, if you move, you probably won’t want to start over with a new firm. Technology makes it easy to meet face-to-face, even if we are in different locations.
What can I expect from my relationship with ZK Financial Group
First, you can expect us to get to know you well. By striving to learn as much as possible about you, it helps us to guide you toward better financial decisions. We view this as a long-term partnership focused on your personal vision.
Second, our quality is the most important. You can expect attention to detail, prompt response to letters, calls and emails, clear reasoning for our recommendations, diligent execution of the tasks at hand, and confidentiality in all matters.
Finally, you can expect absolute honesty and integrity in every meeting, every observation, and every recommendation we make. You can and should expect us to adhere to the highest ethical and professional standards in every aspect of our relationship.
How often will you contact me?
We will reach out for an annual review meeting. As your financial advisors, we strive to provide you with the service that best suits your needs, then apply our investment insight and expertise to tailor our service to your unique situation and with your specific goals in mind. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach to customized financial planning, investment management, charitable giving, and estate planning strategies specific to you. This process is most successful when both the advisor and client dedicate time on a frequent and predictable basis to share updates and communicate any concerns. Over time, circumstances change and the markets change. It is important we discuss your current allocations, risk tolerance, family dynamics, and overall financial health to see if any adjustments need to be made to your portfolio.
We will also contact you if there are recommendations, changes, or topics you need to be aware of. In addition, you will receive quarterly newsletters and emails from our team. You are always encouraged to reach out to us with questions or whenever we may be of service. There is no additional cost to do so.
What is your investment approach?
We believe in honesty, integrity, and placing our clients first. With extensive knowledge in financial planning, wealth accumulation, retirement planning, and college funding, we will work diligently to help you develop both your personal financial plan and a detailed investment strategy. The comprehensive approach is designed to be fluid so it can work for you and with you at every stage of life.
Whether you are an individual with personal and family goals or the person in charge of the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand in hand with you to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals.
FAMILY
Future – We are here to help you plan for your financial future.
Appreciation – We recognize the importance of everyone's financial situation and are thankful to be able to help.
Mindful – Life is a rollercoaster and it is important to have people in your corner mindful of your financial well-being.
Integrity – Rely on us to do what is in your best interests financially.
Listen – We understand what you are saying, even when you're not talking.
Your Unique Plan – We work diligently to help you develop both your personal or small business financial plan and a detailed investment strategy.
What licenses and designations do your professionals have?
Our advisors and associates receive systematic training through continuing education, continuous improvement programs, and attainment of industry certifications. This is a major component of Richard Zuehlke being named a member of the 2023 Executive Council, his sixth consecutive year. Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.
Our team members hold various professional designations and licenses including:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
