Cinnaminson, NJ
Ph: 856-303-2802
Exton, PA
Ph: 610-363-0974

Discover Your Financial Potential

Investment Planning

  • Asset allocation and portfolio design
  • Diversification strategies*
  • Concentrated stock positions

*no investment strategy can guarantee a profit or protect from a loss in a declining market

Retirement Planning

  • Retirement income projections
  • IRA rollovers
  • Distribution planning

Insurance Planning

  • Life insurance analysis and design
  • Buy Sell Agreements
  • Long term care planning
  • Disability planning Income replacement

Business Planning

  • Qualified plan design, implementation, and administration
  • Business successsion planning
  • Key employee insurance
  • Non Qualified retirement plans
  • 401(k), SEP IRA, and SIMPLE IRA planning

Education Planning

  • 529 college savings plans
  • College needs analysis

Other Services

  • Tax preparation and planning
  • Estate planning
  • Special situation planning

Tax Organizer

Capital Analysts does not provide tax or legal advice services.

© Simone Zajac Wealth Management Group, LLC – All Rights Reserved.
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Advisory Services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA /SIPC  www.lincolninvestment.com.
Simone Zajac Wealth Management Group, LLC and the above firms are independent non-affiliated entities.