Z Financial Planning LLC / Financial Advisor in Salt Lake City, Utah

James Zeberlein, CFP, MBA
At Z Financial Planning, LLC we specialize in helping people through the process of financial independence and retirement. If you're like most people, you have several pieces of your financial plan in place - you pay taxes, invest in the market, have some insurance, and maybe have an estate and retirement plan. However, it's likely that each of these pieces was developed independently and at different times in your life. It's also likely that you've never had all the pieces reviewed by someone who wasn't trying to sell you some type of financial product. Regardless of how much money you have, we can help you address your financial concerns. I have over 30 years experience in finance and personal financial planning including retirement planning, insurance, investments and investment management for individuals and irrevocable trusts, estate planning, disability planning, and trust services. I'm at my best when I have the chance to provide comprehensive planning to my clients but I will deliver hourly or project oriented planning or investment management services. I'd welcome the chance to speak with you about what you are looking for and see if I may be able to help.


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