Life is full of surprises. Some are welcome, some are not. Some inevitably catch you off guard. And while you may know that choices you make now can affect your ability to deal with these surprises in the future, you may not know where to begin. That’s why it’s to your advantage to meet with a trusted financial advisor at Zeutenhorst Financial, Inc.
With over twenty years of experience in financial industry, we at ZFI have learned how to ask the right questions to identify your priorities and assess your risk exposure. Most people don’t realize the extent of their exposure to financial risk until they sit down with us and review their situation carefully and in detail. It’s important to us that you know where you are financially and that you understand the steps you can take to prepare for the unexpected.
Products and Services
ZFI is affiliated with AXA Advisors, LLC, a respected financial services firm and one of the largest companies in the world. Through that affiliation, we are able to offer you a wide variety of products and services.
ZFI understands that one of our clients' most pressing concerns is Social Security. Gretchen is knowledgeable about Social Security planning and helps clients figure out when to take Social Security, how to take it, and how to take advantage of the many different Social Security strategies available.
We have also implemented a cutting-edge data integration tool that will allow us to capture your entire financial life in one place. This gives you simplicity, knowing you can check in one place to see where you are financially. It also assists us in assessing any gaps in your current financial situation and proposing plans to reduce those risks.
Our specialties include farm and business succession planning. Gretchen Zomermaand, in coordination with Tom Voorhees, a charted financial consultant who also specializes in farm succession planning, are committed to helping clients find ways to work for the best interests of both their business and their family.