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At SimoneZajac Wealth Management Group, we specialize in comprehensive financial planning, wealth management, and investment planning for corporate executives, business owners, and pre-retirees and retirees. Conveniently located in Cinnaminson, NJ and Exton, PA, we also have offices in Philadelphia, Haverford, and West Lawn, PA. Our overarching goal is to help you reach financial independence without sacrificing your quality of life, affording you the time to do in life what you enjoy the most.
With James Simone, Rick Zajac, and Daniel Zajac serving as CERTIFIED FINANCIAL PLANNERTM Professionals, and all being either a Certified Public Accountant or a Chartered Life Underwriter, we are strategically positioned to be your trusted advisor for comprehensive financial planning. The financial program we develop for you is designed to help you achieve the peace of mind that comes with knowing you have done all you can to achieve your goals in life and do the best for your family.
Working with both individuals and business owners, we have experience in investment management, IRA rollovers, retirement planning and income projections, stock option/concentrated equity planning, life/long term care insurance, and 401k design and administration, as well as many other areas of the financial planning process.
As an independant financial planning firm we offer unbiased advice free from the proprietary product conflicts of interest, which allows us to recommend the financial products that better help you meet your goals.
We've built our reputation in the community on trust, integrity, and the commitment to providing personal service to every individual with which we have a relationship. Please feel free to browse our website to learn more, or contact us directly to schedule an appointment. Please sign up for our monthly newsletter to stay in touch.
All the best,
Jim and Rick
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