Pete Zvanovec - VP of Client Planning Services

Pete Zvanovec - VP of Client Planning Services

Phone: 612-435-0044
Fax: 612-435-0030
E-mail:
 

My mission is to be a resource for life's financial questions. Different life phases have different challenges; I’m here to help with all of them.

 

As Vice President of Client Planning Services, I work with clients of all ages and demographics. The areas I find most satisfying are helping young couples define and navigate the financial journey in their wealth building years, as well as helping pre-retirees and recent retirees create viable income distribution strategies.

 

Who's watching out for your financial future? If the answer is no one, then we should talk.

 

By laying out the big picture we can fortify the areas of strength, resolve areas of weakness and chart the course for reaching your goals - whether that's saving for retirement, your child’s education or protecting the things that are important to you.
 

My approach isn’t sales or commission driven. I am committed to a process of listening to the client, collaborating to identify your objectives and being proactive in monitoring progress for the long term.

 

Specialties offered:

Investment management –A professional advisor offering personal service on an independent platform. Our investment decisions are driven by your goals, not by a commission. It’s your money, it’s your future; you’re worth it.

Comprehensive Financial Planning – Organizing the big picture, establishing your goals, identifying both strengths and opportunities for improvement, plotting a course and monitoring progress.

Education Savings - Low monthly minimums, professional management and tax free strategies. Start saving for your child’s college education today!

Insurance Analysis - No cost, no obligation policy evaluation. Put the money back in your pocket, or choose to increase your coverage for the same cost. 

 

A Letter From Pete