Family Wealth Advisors, LLC

Family Wealth Advisors, LLC offers comprehensive wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal, and tax planning.  Our team of advisors have credentials such as CFP® (W.Ryan Zenk),  CPA and Attorney.

While predominantly focused on fee based wealth management, Family Wealth Advisors also offers traditional brokerage services, mutual funds, insurance and fixed investments.

We have offices located in Scottsdale Arizona, Johnson Creek Wisconsin, and a relationship with Unison Bank in Mesa and Queen Creek, Arizona.

 

Looking for Exceptional Wealth Management Services? Click Here

 

Please click on the link below to hear an important message from the CEO:

A Message from W. Ryan Zenk, CFP®

 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

How Interest Rates Can Influence Financial Decisions

The Federal Reserve has relied on its control of short-term interest rates to influence economic activity. Adjusting interest rates might seem to be an overly simple solution for steering the world's most powerful economy, but few mechanisms can influence behavior more effectively than interest rates.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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