Part II of the two-part series will focus on the various types of retirement accounts, financial accounts, their purposes, and cash flow. Cash flow? You are familiar with the terms income statement, balance sheets, and cash flow – but that is just for your business, right? Not true – Zac will show you why you need to keep a personal income statement and balance sheet and how it will help you achieve your financial goals.
As an independent financial advisor, Zac works to develop and implement custom financial strategies that are always in his clients’ best interests. He strives to simplify complex financial topics and works to help inform his clients on all aspects of their personal financial lives. He believes the key to long-term financial success is having a comprehensive financial plan in place to inform and direct all decision making. This is done so you can direct your money and it doesn’t direct you.
Zac originally joined Wallstreet Group Advisors as an intern in 2012 and spent three summers at the firm. After graduating from college and earning his professional licenses, he joined the firm as a full-time advisor in 2015. Since then, he has helped countless clients plan for and achieve their financial goals.
Zac has a bachelor’s degree with dual majors in financial planning and insurance/risk management. He holds an insurance license and has passed the FINRA Series 7 & 66 exams and the Missouri Life & Health insurance exams.