Introduction
Approach
Services
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Helping You Pursue Your Goals
American Zang Investment Council
understands how to build a successful Life Plan. Building a Life Plan
is more than just number-crunching. It's deciding how to live the rest
of your life. It's making decisions far enough in advance. It's
defining, refining and revamping the goals. And all along there needs
to be synergy between goals, professional allies, and asset managers
and your financial planner.
American Zang Investment Council
professionals have a refreshingly straightforward approach to financial
life planning. We have developed practical processes and methods for
quickly understanding your circumstance and the steps for defining and
achieving your Life Plan goals.
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
- Simplified tracking and measurement of assets
American Zang Investment Council
709 Clarkson Street
Denver, CO 80218-3259
Phone: (303) 837-0872
Fax: (303) 894-9518
Contact: Rodney E. Greiner Email:
rod@americanzang.com
Advisory services offered through American Zang Investment Council, an outside Registered Investment Advisor.
Investment Adviser Representatives of and Securities offered through Multi-Financial Securities Corporation, member FINRA and SIPC, an ING Company
American Zang Investment Council is unaffiliated otherwise with Multi-Financial Securities Corporation or ING.
This web-site is for informational purposes only and does not
constitute a complete description of our investment services or
performance. This web-site is in no way a solicitation or offer to sell
securities or investment advisory services except, where applicable, in
states where we are registered or where an exemption or exclusion from
such registration exists. Information throughout this site, whether
stock quotes, charts, articles, or any other statement or statements
regarding market or other financial information, is obtained from
sources which we, and our suppliers believe reliable, but we do not
warrant or guarantee the timeliness or accuracy of this information.
Nothing on this web-site should be interpreted to state or imply that
past results are an indication of future performance. Neither we or our
information providers shall be liable for any errors or inaccuracies,
regardless of cause, or the lack of timeliness of, or for any delay or
interruption in the transmission thereof to the user. THERE ARE NO
WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR
RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED'
WEB-SITE."
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