Simone Zajac Wealth Management Group, LLC, is made available to members of Sun Federal through the Credit Union's Financial Planning Centers in the Philadelphia area.

Goals and objectives provide purpose, vision, and direction. An essential part of the financial planning process at Simone Zajac is defining objectives as clearly and comprehensively as possible. Because we recognize that your needs may change as your lifestyle changes, we make a long-term commitment to growing with your CERTIFIED FINANCIAL PLANNER™ by periodically reassessing your financial needs to help you to achieve your goals.

As each individual's financial goals, needs, and priorities are different, Simone Zajac will take a comprehensive approach by providing you with an investment questionnaire that will help in defining your goals and objectives. After careful review and analysis, we will provide you with a complete personal financial plan.  

The most fundamental step in the planning process is the periodic review and revision of your plan. Simone Zajac is continually committed to reassessing your financial management program because we realize that personal circumstances may change your financial objectives.

Comprehensive Planning Services and Products

Annuities
Education Funding
Retirement Planning
Lump-Sum Distribution Analysis
Mutual Funds
Tax Preparation Services
Life, Medical, Disability Insurance
Long-Term Care Insurance
Timely, Financial Management Seminars
Estate Planning
Business Continuity Planning

As a CERTIFIED FINANCIAL PLANNER™, Jim, Richard and Daniel have demonstrated professional competence and experience in analyzing needs and prudently arranging overall financial plans. The CFP^® designation is earned through the successful completion of a series of examinations certified and prescribed by the Certified Financial Planner Board of Standards.

Email your financial planners directly, or for more information on Simone Financial Certified Financial Planner Services, visit your local branch.

Email is not a secure form of communication. Do not email personal financial information.

James J. Simone, Richard Zajac and Daniel Zajac are registered representatives of Capital Analysts Incorporated (CAI). Securities and investment advisory services offered through Capital Analysts Incorporated: Member FINRA/SIPC. Simone Zajac Wealth Management Group, LLC, CAI, and Sun Federal Credit Union are independent, non-affiliated entities. Non-deposit financial products offered through Capital Analysts, Incorporated: 1) are not federally insured, 2) are not obligations of the Credit Union, 3) are not guaranteed by the Credit Union or any credit union affiliated entity, 4) involve investment risks, including the possible loss of principle.