Zaire Askew - Financial Advisor
Zaire Askew - Financial Advisor

Zaire Askew - Financial Advisor

Top Pro

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Service type

Responds in about 1 hour

Introduction
As a Financial Advisor, I utilize both established & innovative strategies that correspond to the Risk Management and Wealth Management aspects of financial planning. Your life isn't like anyone else's, so why should your financial plan be? I base your plan on your priorities, and if your priorities shift, we work with you to shift the strategies in your plan. PLANNING PHILOSOPHY: - Financial planning is a collaborative process, not an isolated event. - Earning your trust and building a lasting relationship is the foundation of my planning process. - Clients are best served by guidance based solely on their best interest. - Each client deserves a plan that integrated all the facets of their financial picture. - Solutions to complex issues should be simple, actionable and designed with the end in mind. PLANNING PROCESS: 1. Clarify your Vision, Values and Goals. Collaboratively, we will discover clarity around what and who are most important to you. 2. Design creative solutions. Using my knowledge, experience, tools and resources, I will architect a financial plan that aligns with your vision. 3. Implement your strategic plan. I will help you drive progress and results in all areas of your financial life. 4. Review, Refine and Update your plan. Now that you are living with confidence and clarity, I will partner with you to update and improve your plan each year. AREAS OF EXPERTISE: • Financial Planning: When you plan with me, you will have an experienced advisor building a personalized financial plan addressing different aspects of financial planning. • Investment Solutions: My long-term approach to investing and wide range of options can help meet your unique financial needs – giving you the edge you and your family need to enjoy your wealth today, and for generations to come. • Wealth Management: Personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals, and align your comfort with market risks along the way. • Life insurance planning: While providing the protection you need, our solutions play a key part in your financial plan, giving more financial flexibility throughout your life. • Disability Income Planning: Help protect your earning power and keep your goals on track if any unexpected injury or illness prevents you from working. • Long-term care Planning: Having a long-term care plan will give you (or a loved one) choice and control over where and how to receive care should it be needed. • Business Succession Planning: Make sure the business that you’ve worked hard building will continue to move forward once you’ve decided to step back. • Charitable Giving: More than ever, people are putting their money where their values are. As part of your financial plan, charitable giving can help support the causes and organizations that are important to you, while maximizing tax efficiencies.
Overview

Current Top Pro

Hired 297 times

Serves Boca Raton, FL

Background checked

License verified

2 employees

3 years in business

Business hours

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Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2023

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2022

Featured Projects

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

225 reviews

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pro avatar
Tiana T.
Feb 18, 2024
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Hired on Thumbtack

Hired on Thumbtack

Zaire has been great to work with! From our initial consultation, I was impressed by Zaire's professionalism and depth of knowledge. He took the time to thoroughly understand my financial goals, risk tolerance, and personal circumstances before crafting a tailored financial plan. I would highly recommend his services!
Personal Financial Planning
pro avatar
Ericka B.
4 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

Zaire was very knowledgeable and thorough. This was my first time ever meeting with a financial advisor and had no clue about investments. All I knew was I had a goal but wasn’t sure about how to reach it financially. Zaire was very understanding and provided me with realistic ways to reach that goal. He also creates a plan tailored to your finances, no one size fits all. I ended my session feeling more confident about my financial goals for myself and my daughter. I definitely would recommend Zaire for any financial questions and/or services, you will not be disappointed!
Personal Financial Planning
pro avatar
Becca L.
2 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

My experience with Zaire has been so excellent!! Right off the bat, he was able to answer so many of my questions that I've been dying to get answers to. He was able to look at the full scope of my finances and give prime recommendations to help my financial future. I would highly recommend Zaire if you're looking to set yourself up for success for your financial future!
Personal Financial Planning
pro avatar
Christina A.
3 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

I enjoyed working with Zarie. He is extremely professional and patient with new clients. Zarie is the ideal financial advisor for those who need and introduction to financial management. He is adept at explaining financial terms and right sizing his approach to suit an individuals needs. I would highly recommend working with Zarie
Personal Financial Planning
pro avatar
Kynsea M.
Aug 29, 2024
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Hired on Thumbtack

Hired on Thumbtack

Zaire has been incredible. Hes taught me a lot in short amount of time and made me feel way more confident and in control of my finances. He is as professional as it gets. The plan i received i feel was 100% personalized and made to set me up in the best way possible, i feel lots of research and knowledge goes into each plan he creates. Will definetely be refering him to anyone who feels they could benefit from some financial literacy.
Personal Financial Planning
Credentials
License

License Type: Broker (Securities) (FL)

License verified on 10/1/2024

Background Check

Zaire Askew

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