Thomas S Zickau Email & Phone Number

We developed and use the SAIL and RIAP systems of financial planning, unique approaches to financial planning that help our clients build and protect their wealth, save taxes every year and receive retirement income for life so they can live their desired retirement lifestyle. Want to discover more? Read on… The world we grew up in has forever changed & we are facing increased uncertainty in an already uncertain world... ✔Uncertainty whether you'll retire with enough money to maintain your lifestyle✔ Worrying about outliving those assets or having to help care for aging parents✔ OR even trying to figure out who to trust in this seemingly cold and "what's in it for me" world. We face an uncertain market, a tax code that can confuse even the best CPA's and ever increasing "fine print" on everything from our bank and brokerage statements to our homeowners polices and everything in between. You're looking for answers to all of this...✔but you're smart enough to know that there's not a one size fits all. ✔and you're not looking for a big company to tell you what to do✔You're looking for a partner that will work side by side with you... not hiding the bad and just promoting the good, but giving you the whole story. We are...✔An independent, full-service financial planning firm✔We take a holistic approach to your retirement, investment and strategic income planning needs✔Laser focused on you, because your financial plans are more than just numbers on a statement ✔Beyond thorough...we'll make sure ALL of your financial and estate "ducks are in a row"By the way; This also means, we are not employees of an investment bank, Brokerage house, lending institution or insurance company. This allows us to offer comprehensive, independent and transparent guidance. So, let's start a conversation that helps tie all of your financial puzzle pieces together in a way that gives you the added peace of mind knowing your plans are there and working properly when you need/want them and that some of that uncertainty... gets put in its place.Investment advisory services offered through Retirement Wealth Advisors (RWA), a registered investment advisor. RWA & Zickau & McCormick are independent of each other. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents.

Listed skills include Leadership, Management, Project Management, Customer Service, and 4 others.

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  The Ohio State University