Proactively Finding Answers Towards Your Retirement Future

Helping you potentially reduce financial risk & generate a retirement income stream.

Proactively Finding Answers Towards

Your Retirement Future

Helping you potentially reduce financial risk & generate a retirement income stream.

Helping You Protect Your Future

Many individuals, families and business owners wonder if they are doing all they can to protect their future. They may wonder if they have saved enough for retirement, if they are paying too much in taxes, and what will happen to those left behind if the unexpected happens. The antidote to wondering about life’s “what ifs” is being proactive and seeking answers and exploring possible strategies. At Zerafa Financial, we can help clients understand the options for their unique life situation.

We have been helping our clients find strategies to help reach their financial and retirement goals. There are several components to creating a confident future and one important area is risk mitigation. Through our services, we can help you reduce financial risk and generate a retirement income stream through insurance strategies. Let’s start finding answers for you today. Your future awaits!

Our Strategic Process Designed for a Confident Retirement Future

At Zerafa Financial, we employ a five-step process. It all starts with a conversation so we can get to know you, your life story, your current needs and wants for the future. Only after we get to know you do we propose strategies and recommendations to help enhance your situation. After our initial work is done, we will continue to work together as life unfolds and needs change.

1) Listen

We get to know you and understand your needs and wants.

2) Assess

We review what you have in place and where the gaps are.

3) Propose

We suggest additional strategies to protect your future.

4) Implement

We complete the paperwork and put the selected strategies in place.

5) Review

We conduct periodic reviews to make sure your needs are addressed.

Services Designed To Work For Your Benefit

Our suite of services is designed to work holistically together to cover your needs. We only recommend services that fit your situation, as no two clients are the same. Some may need a retirement income stream they can’t outlive, while others might want to make sure they have additional coverage in place or assets to leave their family should the unexpected happen. Taxes can be a large expenditure for many Americans, so it’s common for clients to wonder if there are strategies to help potentially reduce their tax burden. After getting to know you, we may offer the following services based on your needs.