Zhang Financial provides all of our investment clients with
Financial Planning
Unlock the door to financial success with our comprehensive financial planning services. Our team of seasoned professionals are dedicated to understanding your unique goals and crafting personalized strategies to help you achieve them.
Financial Planning Advantages
► Stability: Financial planning helps safeguard you from unforeseen circumstances.
► Wealth Accumulation: By maximizing your earning potential and making strategic investment decisions, you can build a brighter financial future
► Empowerment: You have the power to take control of your financial future.
Zhang Financial Advantages
► Expert Guidance: Our certified financial planners have a wealth of knowledge.
► Comprehensive Approach: From retirement planning to investment management, we offer a full spectrum of services to address every aspect of your financial life.
► Ongoing Support: We provide ongoing monitoring and support, adjusting your plan as needed to ensure you stay on track to meet your objectives.
Contact us today to build a brighter financial future!
Put America's Top NAPFA-Registered Fee-Only Financial Advisors to work for you.
Request a Consultation:
Zhang Financial
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.
