Zaire Askew - Financial Advisor
1515 South Federal Highway, Boca Raton, Florida
(4)
1515 South Federal Highway, Boca Raton, Florida
(4)
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?
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4 customer reviews
ReM
It is a pleasure working with Zaire. He is engaged, knowledgeable, and always willing to learn to stay informed.
Karen Jones-Askew
I value the insights and guidance Zaire provided me. I felt very comfortable putting my finances in his care and him guiding me in the right direction.
Jacari Smith
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! More...
Felipe Agudelo
Zaire's client-first mentality makes him a trusted advisor. His personalized guidance and strategic insights ensure that every client feels empowered and informed in their financial decisions.
What do you love most about your job?
I love knowing that I am making a difference in the world by helping individuals better themselves financially. Financial Planning is a sensitive subject, but being able to educate those that are willing to help themselves is such a fulfilling feeling.
What inspired you to start your own business?
My passion for being a servant by educating & helping individuals put themselves in better financial positions is what pushed me to start this line of work. Being able to assist them with protecting themselves and their loved ones now and for generations to come.
Why should our clients choose you?
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.
Can you provide your services online or remotely? If so, please add details.
Yes, I am able to work nationwide with individuals online or remotely. If individuals are not local to me, we will typically coordinate meetings over Zoom for us to discuss their financial planning.
What changes have you made to keep your customers safe from Covid-19?
I make sure that my clients understand that we are able to meet in person (if they are local to me) or we can meet online/remotely via Zoom. They understand that they have options and can decide on which one they are more comfortable with.
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.
