Contact Our Office: 678-797-4700


2851 Cobb Parkway Suite 102

​Kennesaw, GA 30152

Holding a CFP designation, Zack is uniquely equipped to help you pursue your financial goals and objectives.  We would be delighted to talk with you regarding your specific situation.  

Financial Services:

  • Wealth Management
  • Income Tax Planning, Individual and Business
  • Insurance Planning, Life, Disability Long Term Care
  • Business Succession
  • Buy/Sell Agreements
  • Portfolio Management
  • Retirement Planning
  • Estate Planning
  • New Business Formation
  • Strategic Business Planning
  • Budgeting
  • Education Planning
  • ​Social Security and Medicare Planning