Planning for the things that you are looking forward to. Structuring your brokerage, IRAs, pension, social security, etc to align with future goals.
Managing clients' stocks, bonds, cash, and overall finances in a way that aligns with their financial goals and risk tolerance.
Developing and monitoring strategies to pay down/clear debt in the most effective manor.
Buying a car? Sending kids to school? Inheriting assets? Moving to sunny California? Changing jobs? Lets plan it out.
Your financial health is a process. This is what we believe that process looks like.
Let's get to know each other. What are your financial goals? What do your finances look like? What kind of expenses are you dealing with? What are you working towards financially?
Let's discuss your investments and overall finances, and how they align with your goals. What can we improve? What can ZDC do for you?
Let's develop a plan and monitor it over time. We check in with most of our clients quarterly, but we can review as much or as little as you prefer.
Nothing. We don't expect you to pay for something unless you know it is a perfect fit. Let's discuss services, suitability, and fees first.
No. Whether you are a millionaire looking to retire, or an ambitious youngster with a few extra bucks, we are here for you. Our clients matter the most, not the size of their pockets.
Interactive Brokers (NASDAQ listed stock: IBKR)
Interactive Brokers LLC is an American multinational brokerage firm. It operates the largest electronic trading platform in the U.S. by number of daily average revenue trades. The company brokers stocks, options, futures, EFPs, futures options, forex, bonds, and funds.
Interactive Brokers currently has 1.33M client accounts and a $27B market capitalization at time of writing.
Client securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London 1 for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities.
SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC. For more information about SIPC and answers to frequently asked questions (such as how SIPC works, what is protected, how to file a claim, etc.), please refer to the following websites: