Zaire Askew - Financial Advisor
Zaire Askew - Financial Advisor

Zaire Askew - Financial Advisor

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Offers remote services
Offers remote services
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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 112 times

Serves Missoula, MT

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License verified

2 employees

2 years in business

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Top pro status

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2022

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Reviews

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

Excellent 4.9

86 reviews

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pro avatar
Jomi H.
4 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

Zaire helped me and my fiance start really planning for our future together! Great for couples looking to take control of your future finances.
Personal Financial Planning
pro avatar
Nags A.
4 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

I was looking for a financial advisor, who could understand my requirements better, analyze and come up with a custom solution that fits my needs. I am very glad that I was able to connect with Zaire Askew and his team who were extremely understanding, helpful, patient, professional and knowledgeable. They were not only able to satisfy my initial needs but also had suggestions, guidance and pathways as to how I could/should approach the future from that point on. This was very helpful for me as I am not only able to understand the products/securities better but be able to know how they are impacting my finances going forward. I wish I had known Zaire many years ago where I could have lined up my finances even better. I would recommend Zaire in a heartbeat.
Personal Financial Planning
pro avatar
Kate P.
5 days ago
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Hired on Thumbtack

Hired on Thumbtack

Zaire is excellent! He helped me better understand my personal finances including monthly budgets, investing opportunities and retirement planning. He is well spoken and did a great job explaining everything in a clear and concise manner, providing good insight into a field completely foreign to me. He is attentive and answered all questions with expertise knowledge. Highly recommend!!
Personal Financial Planning
pro avatar
Sunny S.
3 weeks ago
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Hired on Thumbtack

Hired on Thumbtack

It has been great working with Zaire, he drew up a financial plan and was very professional. I would definitely recommend him for early investors
Personal Financial Planning
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Smita P.
3 days ago
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Hired on Thumbtack

Hired on Thumbtack

Zaire was professional, friendly and punctual. I appreciate his valuable time and everything he shared with me. He speaks with confidence and presents data to prove his point (which I absolutely loved). I look forward to working with him again in the future and would recommend anyone looking for a professional financial advice. It was really helpful. Thank you Zaire!
Personal Financial Planning
Credentials
License

License Type: Broker (Securities) (FL)

License verified on 9/27/2022

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Zaire Askew

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