as we have been working with Zaire and Craig we have been impressed with how knowledgeable they are. They are focusing on solutions, and not judging poor choices or mistakes. They have helped us see have a plan for our immediate future and long term future.
Zaire Askew - Financial Advisor
Licensed
- 380 hires
- Based in Boca Raton, FL
- 5 years in business
- 2 employees
- Responds in about 20 minutes
- Background checked
- License verified
About Zaire Askew - Financial Advisor
As a Financial Advisor, I utilize both established & innovative strategies that correspond to the Risk Management and Wealth Management aspects of financial planning. Your life isn't like anyone else's, so why should your financial plan be? I base your plan on your priorities, and if your priorities shift, we work with you to shift the strategies in your plan. PLANNING PHILOSOPHY: - Financial planning is a collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of my planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using my knowledge, experience, tools and resources, I will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. I will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, I will partner with you to update and improve your plan each year. AREAS OF EXPERTISE: • Financial Planning: When you plan with me, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: My long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and for generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working. • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed. • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back. • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
Reviews
Zaire and Craig took the time to explain complex financial terms so I could understand. They displayed a high level of professionalism and care. I look forward to working with them in the future.
I am turning 55 and started to worry about what was next. Do I have enough? how do I know, how do get enough? I legit started to obsess and worry about it. Then I googled and found Zaire. He was fantastic! I actually felt like i was doing the right thing immediately after our first appointment. He is very knowledgeable, patient and easy to talk too. After our second appointment, i actually felt at ease and less worried about my future and my golden years. I am glad I made the call Thank you Zaire!
Zaire was knowledgeable and I felt I was in great hands. Gave me solutions and helped me consider other options. Talking to him was worth the time!
Zaire it’s very knowledgeable and he’s able to articulate and explain things in detail. Immediate higher once I realize he was able to take a lot off of my mental load 10 out of 10 recommend!
Zaire Askew made the financial planning process easy to understand and stress-free. He's knowledgeable, professional, and genuinely cares about helping his clients succeed. I appreciated his guidance and would definitely recommend him to others.
My husband and I interviewed about 8 people before we chose to work with Zaire and Justin. The way the communicate and willingness to explain financial planning shows how professional they are. Their passion to help guide us to financial wealth and not require us to already have minimums is a great benefit to us. They work around our schedule and present their analysis to us but allow us to make final educated decisions. Looking forward to a long and financially successful relationship with them.
Zaire was very friendly and professional. He didn’t pressure me into purchasing any services from him. He was willing to answer all my questions and give me an overview of my financial standing. I appreciated his openness and flexibility.
Zaire has been great on my journey to managing my finances and planning for the future. I was anxious, as many people are, about finances, but Zaire made it very easy by helping me plan for my family's future with our goals in mind. He has always been professional and willing to help me with each step. As a busy mom, I also appreciate Zaire's flexibility with my schedule. I am excited about the future and would recommend him to anyone looking to plan for the future.
Zaire is very knowledgeable and has been a great help. Excited to work with him!!
Services
Zaire Askew - Financial Advisor★ 4.9
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