Zhang Financial

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Today: 8:30 am - 5:30 pm

Tomorrow: 8:30 am - 5:30 pm

(616) 235-5777Call Visit WebsiteVisit Website Map & DirectionsDirections2828 Kraft Ave SE, Ste 100Grand Rapids, MI 49512 Write a ReviewWrite Review

Hours

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Mon - Fri:	8:30 am - 5:30 pm

Zhang Financial

Tax Planning
Zhang Financial believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with in-house experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys.

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More Info

NAPFA-REGISTERED FEE-ONLY FINANCIAL ADVISOR

Email: Email Business
Extra Phones: TollFree: (888) 777-0126
Accreditation: LPL Financial
Other Link: http://www.zhangfinancial.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Retirement Planning Services

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Phone: (616) 235-5777

Address: 2828 Kraft Ave SE, Ste 100, Grand Rapids, MI 49512

Website: http://www.zhangfinancial.com

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Zhang Financial

Tax Planning
Zhang Financial believes it is important to take a holistic approach to financial planning. We aim to manage all aspects of our clients' financial situation. We provide our clients with in-house experts for matters of tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the unlikely event that we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys.
Estate Taxes
Tax Services
Roth IRA
Refinancing at some point should cut Ms. Howison’s housing costs considerably. “The savings earned here should accelerate retirement savings and could also be contributed to her Roth IRA,” Ms. Chen-Zhang says.
Income Tax

Investment Management
Many large financial advisory practices house several financial advisors that share compliance and administrative duties; however, they all operate independently in terms of investment management and client service. Thus, the client receives a different experience, investment products and most likely differing performance depending on which advisor they have a relationship with.
Mutual Funds
An ETF, or exchange traded fund, is a marketable security that tracks an index, a commodity, bonds, or a basket of assets. Unlike mutual funds, an ETF trades like a common stock on a stock exchange.
Bonds
Wealth Management
At Zhang Financial, one of the nation’s leading fee-only wealth management firms, we strive to make sure that you have the most advantageous work-life balance while pushing you to realize your full potential. As an inclusive workplace, we want you to feel welcome and offer you multiple opportunities for career advancement. We also offer some of the most sought-after benefits, including, great health, dental, and vision coverage, retirement plan, parental leave, education reimbursement, and a generous bonus program.

Accounting Services
Payroll Services

Financial Planning
** Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2019-2020 Kehrer Bielan Research & Consulting Annual TPM Report)
Retirement Planning
Zhang Financial knows that financial planning is an ongoing, dynamic process. We offer our clients periodic service meetings, portfolio rebalancing, and retirement planning. As your needs change our investment strategy will change to meet your current financial situation.
Annuities
A no-load investment is one in which the investor is not charged a commission fee — like a no-load mutual fund. Certain insurance companies offer “no-load” variable annuities, which are sold directly to investors and do not require commissioned sales people or brokers (but can often be purchased through brokers).
Asset Management
® is one of the nation's top fee-only advisors. This allows us to offer truly objective financial advice and align our goals with those of our clients - growing assets. Through our fee-only program, we are able to adjust your investment portfolio without requiring you to pay any commission. Most importantly, since annual fees are based on total assets under management, fee-only asset management ties our compensation directly to the performance of your account, thereby eliminating conflicts of interest.
College Funding
We ask all of our clients to commit to bi-annual portfolio reviews. By adopting a holistic approach to financial planning, we manage and advise on all aspects of our clients’ financial situation, including but not limited to: tax planning, investment planning, retirement planning, insurance planning, education planning, and estate planning. In the event we are unable to provide needed expertise, we consult with our trusted affiliates, which include local CPA firms and attorneys. Because financial planning is an ongoing, dynamic process, we offer our clients services such as periodic service meetings and portfolio re-balancing. As your needs change, we adjust our investment strategy to optimize your current financial situation.

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