Retirement planning, strategic income planning, and investment management services with a focus on holistic financial planning and tax forward thinking.
Zickau & McCormick is a financial services firm specializing in retirement planning, strategic income planning, and investment management. They provide a holistic approach to financial planning, incorporating tax forward thinking, legacy protection, and market testing for retirement.
The firm is known for its Integrity, Loyalty, and Honor, aiming to help clients avoid the 'Gotcha' feeling in retirement and ensure their financial plans withstand market upsets and unforeseen expenses. With over 20 years of experience, they offer personalized strategies to reduce risks, taxes, and income loss throughout retirement, supported by a team of licensed fiduciaries and industry experts.
Holistic planning process
Tax forward thinking
Legacy protection
Market testing for retirement
Services
Retirement Planning
Helps clients clarify their vision for retirement and develop a comprehensive plan to achieve their lifestyle goals.
Holistic planning processMarket testing for retirementLegacy protectionTax forward thinking
Strategic Income Planning
Focuses on creating a sustainable income plan for retirement, addressing the unique risks and rules that change when work ends.
Income strategy developmentEstate planning integrationInvestment program tailoring
Investment Management
Provides personalized investment management services to help clients grow and protect their wealth.
Accredited business with the Central Ohio Better Business Bureau
Since 2003
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
What is the 'Full Checklist' software and how does it benefit clients? +
The Full Checklist software helps uncover legal, governmental, and personal savings, benefits, and documents available to clients, ensuring all pieces of their personal plan are in place and working properly.
How does Zickau & McCormick address the 'Gotcha' feeling in retirement? +
Zickau & McCormick addresses the 'Gotcha' feeling by providing a proven planning process that includes market testing, legacy protection, and tax forward thinking, ensuring clients are prepared for unforeseen market scenarios and life events.
What is the role of tax forward planning in retirement planning? +
Tax forward planning involves partnering with tax professionals to plan for how taxes will affect Social Security, IRA distributions, and portfolio gains, helping clients avoid significant tax penalties and maximize retirement income.
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