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About Us
Developing lifelong relationships while helping you meet your financial goals.
Story
& History
With over 30 years of experience in the financial planning industry, Anthony Zalesky set out to start his own business in 2012.
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& Philosophy
Values-How we do businesses is just as important as what we do. Our core values guide our decision making, our process, and our overall business.
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Personal
At AZT Financial we believe it is essential for us to understand your entire financial picture to provide the most complete advice.
Our Philosophy
Simplicity - We want to make the complex financial industry simple for you.
Team- We believe a team approach provides the highest level of service. Our team is here for you.
Learning- We take a relentless approach to learning. We want to know as much as we can about you, about the industry and about upcoming regulations that may affect your future.
Process
It may only be 3 step, but we dig deep to ensure that we provide the best plan possible. 1. Learn about you 2. Create a plan based on your goals. 3. Measure your progress and help you achieve your goals.
Comprehensive Planning
To provide the best advice, we need to understand your entire financial picture. That is why we will review your will, trust documents, risk tolerance, investment portfolio, mortgage and investment properties, social security, home and auto policies, life and long term care insurance, and cash flow. From the information gathered, we will build a thorough plan mapping out the steps necessary to reach your goals.
Retirement Planning
You worked hard to enjoy retirement. That is why we review your current financial situation along with your future needs to develop a plan that will provide confidence heading into retirement.
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Business
You’re swamped. With business planning, employee management, and cost cutting initiatives, you may not have time to review your insurance coverage or the finer details of your succession plan. Let us worry about those crucial but time consuming details, so you can focus on growing your own business.
Philosophy
Simplicity - You already have a complex business to run, let us simplify the financial planning for your business.
Team- We work with your other advisors as a team. We like to operate as the Quarterback, helping to ensure that all of the skilled players (lawyers, accountants) are using the same play book and working toward the same goal.
Learning- We take a relentless approach to learning. We want to know as much as we can about you and your business, about the industry, and about upcoming regulations that may affect your future.
Process
It may only be 3 steps, but we dig deep to help ensure that we provide the best plan possible. 1. Learn about you and your business 2. Create a plan based on your goals. 3. Create metrics and measures to help achieve your goals.
Business Valuation
Have an informal business valuation completed to help ensure that your valuation is current.
Estate Planning
Is your trust and will up to date? We help ensure that they are up to date and correctly reflect how you want your assets allocated.
