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Process

Evaluation

One-on-one meetings to analyze and evaluate a client's current financial status.

Identification

Identify and prioritize client's financial goals and develop a detailed Investment Policy Statement (IPS).

Analyze

Create a Personal Financial Statement, Cash Flow Projection, Scenario-based Retirement Analysis, Tax Planning, and other customized analyses based on specific needs.

Recommendations

Develop and deliver a comprehensive financial plan including recommendations and tailored actionable items.

Construction

Construct a risk-adjusted, customized investment portfolio appropriate to a client's financial goals.

Implementation

Continuous monitoring during changing economic conditions and portfolio rebalancing as needed.

Contact

ZHU Wealth Management

A Member of Advisory Services Network, LLC

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ZHU Tax Advisory

Email:                  miao@zhuwealth.com

Phone Number:  612-229-1247

Address:              Tampa, Florida

Disclosure: Advisory services offered through ZHU Wealth Management, a Member of Advisory Services Network, LLC. Tax services offered through ZHU Tax Advisory, LLC. ZHU Tax Advisory, LLC and Advisory Services Network, LLC are not affiliated. Advisory Services Network, LLC does not provide tax advice. 

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