ZFA Financial Videos

Building trust and loyalty are the cornerstones of our success. Below you'll find videos that helps capture our approach and our business philosophy:

Health Savings Account

Health Savings Account

Is it right for you? Let’s discuss some of the Benefits of having an HSA also known as a Health Savings Account.

How Can I Stop Spending More Than I Have?

How Can I Stop Spending More Than I Have?

If you find yourself overspending, you’re not alone. Let’s not feel guilty about our spending—let’s take control.

Having a Successful Financial Future

Having a Successful Financial Future

Let’s talk about ways for you to control your money instead of letting money control you.

Friends Don't Let Friends Make Financial Mistakes

Friends Don't Let Friends Make Financial Mistakes

When friends confide in friends, they may help you process your financial habits.

My Husband Just Passed Away - Now What Should I Do?

My Husband Just Passed Away - Now What Should I Do?

You don’t have to go it alone - now is the time to seek the advice of your trusted professionals.

A Checklist For Widows

A Checklist For Widows

Let’s discuss some of the things you will need to do during this difficult time.

HEALTHY Financial Planning

HEALTHY Financial Planning

Six Steps to Financial Health-HPOA, insurance, investment buckets, taxes, and cash flow.

Perseverance

Perseverance

Divorce presents difficulties, in order to forge ahead you will need a best friend named Persistence.

Should You Give Your Children an Allowance?

Should You Give Your Children an Allowance?

The main question of debate is should allowance be tied to chores, behavior or simply given each week.

Let's Talk About Ways to Teach Your Kids About Money

Let's Talk About Ways to Teach Your Kids About Money

To truly teach and instill financial responsibility in your child it is best to lead by example!

More Ways to Teach Your Kids About Money

More Ways to Teach Your Kids About Money

Allowing your kids a hands on experience is another great method to help instill financial values in young people.

What Is the #1 Concern About Retirement?

What Is the #1 Concern About Retirement?

"Will I outlive my money?" is the most common question we hear from retirement-minded investors.

What Do You Bring to Clients?

What Do You Bring to Clients?

Perspective is one of the most important things we bring to our relationships with clients.

Do You Hear One Common Question from People?

Do You Hear One Common Question from People?

"What’s next for the financial markets?" is the question we hear most frequently from our clients.

Do People Have Diversified Portfolios?

Do People Have Diversified Portfolios?

Diversification and asset allocation are approaches to help manage investment risk.

How Do You Tell Clients To Measure Performance?

How Do You Tell Clients To Measure Performance?

If you don’t have a way to measure your performance, how will you know if you’re progressing toward your goals?

Do Many People Work With Other Professionals?

Do Many People Work With Other Professionals?

There’s much more to managing a family’s finances that just return on investment.

Do People Know Why They Have Investments?

Do People Know Why They Have Investments?

Most accumulate investments over time and are uncertain about the role each investment plays in their portfolio.

The Stock You Can't Let Go Of

The Stock You Can't Let Go Of

Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?

What's Your Magic Number?

What's Your Magic Number?

Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?

When Your Child Begs For A Pet

When Your Child Begs For A Pet

Many people have questions about their personal finances. As a financial professional, I enjoy helping them find the answers. What personal finance questions are on your mind?