Contact Our Office: 678-797-4700


2851 Cobb Parkway Suite 102

​Kennesaw, GA 30152

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

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.  Click to visit my Wealth Management Website