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 Certified Estate Planner and Registered Financial Consultant (Jeffrey J. Biro), Attorney and CFP® (W.Ryan Zenk).

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

We have offices located in Scottsdale Arizona and Johnson Creek Wisconsin.

 

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®

 
Calculators

Estate Taxes

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

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cash Flow Analysis

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

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Newsletters

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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