Jon Zahradka (CFP®, CPA)

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

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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

120 E Constitution St Victoria, TX 77901-8137 Phone: (361) 570-1800

Other Offices

760 Comal Ave. New Braunfels, TX 78130-7600 Phone: (830) 629-2529