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Zdenek Financial Planning
is a comprehensive, fee-only personal financial planning and investment
advisory firm. From our offices in New Jersey and New York we serve
clients in over nineteen states. Since 1982, we have helped our
clients gain greater control over their financial destinies and
achieve their lifestyle goals for themselves and their families.
We work exclusively with affluent individuals, business owners and
senior executives, helping them achieve and maintain their financial
independence.
Our proprietary process for helping clients build, preserve and
manage their wealth has been granted registered status by the U.S.
Patent and Trademark office and has drawn national recognition by
publications as diverse as Worth, Medical Economics
and The New York Times.
Over the years, Zdenek Financial Planning has been recognized as
being among the country’s top financial advisors by magazines
such as Wealth Manager magazine, Medical Economics
and Worth.
We welcome the opportunity to design a financial planning and investment
strategy tailored to meet your specific needs and goals. Please
feel free to contact us so we can begin to get acquainted and determine
how we can customize our program to your situation.
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