Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Michael Zidanic

Michael Zidanic

Financial Advisor

Associate Vice President
Visit Michael Zidanic's website

Team

Irina Dianov

Irina Dianov

Registered Support Assistant