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At Zuraw Financial Advisors, our first priority is your overall financial success. We want to learn more about your personal situation, identify your needs, understand your tolerance for risk, and help you pursue your financial goals.

From managing your assets to growing your career to transitioning into retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue financial independence.

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Our priority is helping you take care of yourself and your family. If you want to learn more about your personal situation, identify your dreams and goals, and understand your individual risk profile, please take the time to fill out this questionnaire. 

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Helpful Content

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

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Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

 

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Understanding how a stock works is key to understanding your investments.

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Earnings season can move markets. What is it and why is it important?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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For some, the social impact of investing is just as important as the return, perhaps more important.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This calculator helps estimate your federal estate tax liability.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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