Helping You Pursue Your Goals

American Zang Investment Council understands how to build a successful Life Plan. It is deciding how to live the rest of your life! It is making decisions far enough in advance. It is defining, refining and revamping the goals. And all along there needs to be synergy amongst your financial advisor, asset managers and professional allies.
We have a refreshingly straightforward approach to financial life planning.

We can help:

• Define your Life Plan
• Determine your key goals and milestones and deadlines
• Highlight constraints and assumptions
• Coach and mentor you and your family members
• Select asset managers
• Design allocations for your risk and growth tolerance
• Determine the tax consequences of transactions
• Monitor progress against milestones
• Measure results

You may attain the following results:

• Increased clarity and articulation of your goals
• Greater planning accuracy
• Improved alignment between asset accumulation and disposable income
• Asset managers selected for their systems of market risk management!

American Zang Investment Council's approach to managing money is distinguished in several ways.
First, our firm's primary focus is Life Planning. From our experience, one of the big mistakes that people make in managing their assets is to neglect sound retirement and tax planning.

The few extra percentage points that you can earn on a good investment may be of little help if you have not done adequate retirement, tax and estate planning. All of which require making decisions far enough in advance.

A key part of what American Zang Investment Council offers our clients is the dedicated focus we have on working with investors in the front-range area. Although we have client relationships out of the area, most of our clients are a part of this community.

This involvement has allowed us to develop a network of strong professional relationships with attorneys, accountants, mortgage and real estate brokers, college consultants and more. For that reason we have more to offer each client than just investment advice.

Beyond Managing Money

Our Life Planning approach involves much more than just managing portfolios. As a part of our annual review with each client, we set their assets in the context of the amount of money they are likely to need for emergencies, children's education, mid-term goals and a financially secure retirement. This is the "financial planning" part of our work.

For many clients, this planning role includes reviewing and making recommendations about insurance coverage as well as investments. It can even at times involve the discussion of how to structure spending around mid-term and long-term goals to reward themselves and set aside money for ever important retirement needs.