Where Financial Planning Pays
Finding the time to learn about your own financial planning may be overwhelming, or the subject may not even be something you're interested in learning. But don't let that stop you! Most people have concerns about their long-term and short-term financial security. However, as these concerns are addressed, they often find more time to enjoy the things that are really important to them.
For more than 14 years, I have been a financial planner. And I can tell you that I have learned a lot! I have extensive experience in income taxation, personal finance and investments, as well as family protection and estate planning. I am a CERTIFIED FINANCIAL PLANNER™, or CFP®.
When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the education, examination, experience and ethics requirements to be a CERTIFIED FINANCIAL PLANNER™. For more on CFP® certification, go to http://www.cfp.net.
In addition to my financial planning background, I have a Masters Degree in Education from the University of San Diego. I have spent several years as an educator. My teaching experience helps me to communicate financial concepts and strategies effectively with a wide variety of individuals and organizations with varying ranges of investment experience and knowledge.
Financial planning can help you . . .
- Minimize the taxes you pay
- Maximize your investment returns or minimize losses
- Make your retirement years more comfortable and secure
- Accumulate funds for special goals, like higher education for children or grandchildren
- Look after your dependents in case of death or disability
- Estimate your insurance needs
- Have more confidence in your financial decisions
- Transfer the assets of your estate to your heirs in the most effective way by avoiding probate
My office is located in Scottsdale, Arizona near the Scottsdale Airpark. I am also registered in California, Illinois, Maryland, New Mexico and New York. You can come into our office for a complimentary consultation where we really just chat. I will answer any questions you have, and you can then decide if you would like to work with me. I can promise you that you'll learn something at no cost or obligation. You have nothing to lose!
Experience the great peace of mind that comes from working with an ethical professional!
To schedule an appointment, call 480.663.3116 or email elainezito@zitofinancial.com, and we will set up a time that works for you.
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Elaine Zito is a licensed registered representative in Arizona, California, Illinois, Maryland, New Mexico, New York, South Carolina and Wisconsin and is an Arizona resident. If you are an Arizona, California, Florida, Illinois, Indiana, Kentucky, Maryland, New Mexico, New York, South Carolina or Wisconsin resident, click Proceed.
Elaine can be reached at her Scottsdale, Arizona office at (480) 663-3116.
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