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 * Home
 * About Us
   * Our Team
   * Our Services
   * Our Location
   * Featured Links
   * Tell A Friend
     
 * Resources
   * Articles
   * Calculators
   * Flipbooks
   * Newsletters
   * Glossary
   * Videos
 * Contact Us
 * Client Login
 * Free Portfolio Risk Analysis


Z GROUP FINANCIAL

1801 S. Meyers Rd. Suite 150 Oakbrook Terrace, IL 60181


PHONE:

 * (630) 242-1055 or (630) 242-1056


FAX:

 * (630) 620-0560


E-MAIL:

 * pabloz@zgroupfinancial.com or paulz@zgroupfinancial.com

 * 


SHOULD YOU PAY OFF DEBT OR SAVE FOR RETIREMENT?


SHOULD YOU SELL WHEN THE MARKET DROPS?


FINANCIAL MANAGEMENT INSIGHT: STRATEGIES TO HELP BUILD YOUR FUTURE

Free Portfolio Risk Analysis

 

Z GROUP FINANCIAL is a full-service independent financial advising firm with
over 40 years of combined experience in the financial services industry. We are
independent advisors and are free to consider the thousands of investment
options available today when making client financial recommendations.

Our advisors are committed to providing exemplary financial service,
demonstrating high standards of ethics, professional knowledge and
confidentiality.  We customize plans and recommend investments and insurance
products that help to contribute to the financial success of our clients. We are
transparent with regards to risk and costs involved in client financial plans.
We emphasize regular and interactive communication to tend to client questions
and concerns.

If you would like to learn how Z GROUP FINANCIAL can assist you in achieving
your financial goals, click on the CONTACT US tab above and we will be in
touch.  There is no initial cost to speak to one of our advisors.
 

WE ARE READY TO
HELP!                                                                                              




NEWSLETTERS


 * WHERE WILL YOU LIVE AS YOU GROW OLDER?
   
   Many people would rather not think about the consequences of aging in
   general, much less that they might eventually need to rethink their living
   situation.


 * MUCH ADO ABOUT RMDS
   
   This article provides an overview of the changes the SECURE 2.0 Act made and
   a brief explanation of how to calculate required minimum distributions from
   tax-advantaged retirement accounts.


 * BIRTHDAY BENEFITS QUIZ
   
   This quiz allows readers to test their knowledge of the ages related to key
   federal benefits and tax responsibilities.


 * ENRICHING A TEEN WITH A ROTH IRA
   
   A teen with a part-time job can contribute to a Roth IRA, which is a flexible
   way to accumulate funds for college, retirement, and other long-term needs.

More Newsletters »

Osaic Wealth Form CRS

* Securities and investment advisory services offered through Osaic Wealth,
Inc., member FINRA/SIPC. 

Osaic Wealth, Inc.is separately owned and other entities and/or marketing names,
products or services referenced here are independent of Osaic Wealth, Inc.. 
Osaic Wealth, Inc. does not provide tax or legal advice. 

1801 S. Meyers Road, Suite 150, Oakbrook Terrace, IL 60181. (630) 812-2880     
               

  Representatives may not be registered to provide securities and advisory
services in all states.  

IMPORTANT CONSUMER INFORMATION 
A broker-dealer, investment adviser, BD agent, or IA rep may only transact
business in a state if first registered, or is excluded or exempt from state
broker/dealer, investment adviser, BD agent, or IA registration requirements as
appropriate. Follow-up, individualized responses to persons in a state by such a
firm or individual that involve either effecting or attempting to effect
transactions in securities, or the rendering of personalized investment advice
for compensation, will not be made without first complying with appropriate
registration requirements, or an applicable exemption or exclusion. For
information concerning the licensing status or disciplinary history of a
broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should
contact his or her state securities law administrator.

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