Jon Zahradka (CFP®, CPA)

Planning Specialties

The focus of the Sather Financial Group, Inc. is based upon offering; customized, individual financial planning and investment management.

In doing so each client has the opportunity to efficiently, and effectively, coordinate the following:

Investments; using the structure and stability of the great value investors we build our own customized portfolio's to serve all time-frames and needs.

Taxes; we don't file taxes however it is imperative that we understand the tax consequences of our investment decisions.

Insurance; we don't sell any insurance but will review all aspects including home, health, life, auto, liability.

Estate Planning; we will proactively make recommendations on types of estate planning strategies and help in identifying appropriate attorney's.

Retirement Plans; we will advise on and manage a wide variety of retirement plan vehicles for our clients.

Asset acquisition; whether acquiring a house, car, business or a ranch clients need effective input to make the best decision possible especially on large one-off transactions.