Jon Zahradka (CFP®, CPA)
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Jon Zahradka focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
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.
NAPFA Start Date
January 19, 2021