Zuk Financials

By Mail:

1195 Park Avenue, Suite 205 Emeryville, CA 94608
info@zukfinancial.com

By Phone:

800-660-6291

By Fax:

510-547-8987

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Financial Services

As a business owner, you have your company needs to consider along with your own personal financial goals.

Zuk Financial Group advisors have a deep understanding of your specific requirements, and can recommend the right plan for you based on your unique needs.

From 401(k)s to small business retirement plans to strategies for the self-employed , we’ll help you to prepare for a better future for you and your employees.

Get your business on the road to success.

Zuk Financial Group has specialized in financial planning for California’s educators since 1974. This means we truly speak your language: from CalSTRS and CalPERS to Roth IRAs and 403(b) Plans, we have the kind of extensive experience you need to make sense of the options available to you.

We can assist you with:

  • Retirement Planning
    Together we’ll formulate a unique plan of action based on your needs and retirement income sources.
     
  • Estate Planning
    You don’t have to be nearing retirement age to get a solid estate plan in order. Just a few simple steps now will prepare you and your family for any unexpected events.
     
  • Education Funding
    We can help you understand your options, including 529 plans, Coverdell IRA, Uniform gift to Minors Act, Roths, and more.

Plus, Zuk Financial Group offers a comprehensive seminar series specifically designed for the educational community.

Put our decades of experience to work for you.

A new job. An addition to the family. Purchasing a home. Retirement. Life brings about both joyful milestones and difficult challenges that affect your financial situation. So it’s imperative that you make good decisions now to prepare for these events, both planned and unexpected.

At Zuk Financial, we’ll work one-on-one with you to formulate a plan that takes into account the changing economic marketplace, your current situation and all your goals and dreams for the future. Plus, we’ll periodically review your strategy with you to make sure you’re on track for success.

Ready to get your financial plan in motion?

Institutions and Non-Profits have their own unique financial planning needs. That’s why Zuk Financial Group advisors have developed a deep understanding of their specific requirements, and can recommend the right plan to manage your organization’s financial resources.    

We will explore options available for your organization and help determine what program will best fit the goals and objectives of your unique environment. If you have a current plan in place, we will review the set-up and structure to determine if it is the best available for your organization.

Get your institution on the road to success.

Zuk Financial Group has specialized in financial planning for public employees since 1974. This means we truly speak your language: from CalPERS to 457 Plans, we have the kind of extensive experience you need to make sense of the options available to you.

We can assist you with:

  • Retirement Planning
    Together we’ll formulate a unique plan of action based on your needs and retirement income sources.
     
  • Estate Planning
    You don’t have to be nearing retirement age to get a solid estate plan in order. Just a few simple steps now will prepare you and your family for any unexpected events.
     
  • Education Funding
    We can help you understand your options, including 529 plans, Coverdell IRA, Uniform gift to Minors Act, Roths, and more.

Put our decades of experience to work for you.

Contact a Zuk Advisor now.

Why Maximize Social Security?

We've been brainwashed into thinking Social Security isn't going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is "Don't count on it because it may not be there."

Learn More

Find Out “What’s At Stake” For You and Your Spouse

For a married couple, the difference between a good Social Security election decision and a poor one is often well over $100,000!

What's At Stake For You?

 

Please Note:  The information herein is being provided is strictly as a courtesy.  When you link to any of the websites provided, you are leaving this site.  We make no representations as to the completeness or accuracy of the information provided a these sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site.  By clicking on the links above you will leave our web site and assume total responsibility and risk for your use of the sites to which you are linking.

Upcoming Events

Unlocking the Power of Cal PERS
6140 Horseshoe Bar Road Suite H Loomis, CA. 95650
May 6, 2014 4:30 - 5:30 PM

2014 Women's Wealth & Wellbeing Forum
175 W. Cliff Drive, Santa Cruz, CA
May 10th, 2014

Planning for the cost of Health Care in Retirement
May 28th, 2014 5:00-6:00pm June 14th, 2014 @10:30-11:30am

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