dollar-blackboard-square

Invest with a CFP

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of

Find out more

why-do-you-want-a-financial-planner

Why do you need a Financial Plan?

To maintain your current lifestyle? To pay for your child’s college? To protect your wealth? To grow your wealth? To leave money to your heirs and charity? You have your reasons. Let us help you plan for them. The Zale Group can help you plan for your financial future, with only your goals

Find out more

lpl-financial

Why work with LPL Financial?

As a long-term investor, you are faced with a wide array of financial considerations. You may need to provide financial assistance for a child’s college education or help support an aging parent. In addition, you must prepare for your own retirement and consider what’s to be done with your

Find out more

Quality of Service

Our clients are important. We take their needs seriously and we take our job seriously. We deliver on our promises and return phone calls and emails. It sounds simple, but it is rare in today's world.

Reputation

We understand the value of a great reputation. We have been building that reputation for 30 years and we are still doing that today.

Availablility

Our clients' needs are not limited to business hours. We are easy to contact by phone or email after the lights are off. If you have a pressing issue, we are available.

Convenience

Our office is located less than 1 mile from I-75 (exit 69); it is easy to find. But if you cannot make it to our office, we can meet you at a more convenient location or even online. We are flexible. Map

Services

  • Asset Allocation
  • Manager Selection
  • Retirement Income
  • Investment Management
  • Tax Management
  • Asset Structuring
  • Trust Services
  • Wealth Transfers
  • Business Planning
  • Insurance

Contact Us

Partner with us today and let us work together to accomplish your goals

Preston Zale, CFP®

preston.zale@lpl.com

Andrew Zale

andrew.zale@lpl.com
 

Copyright © 2016 Zale Group. All rights reserved