WZWL&H Advisors, LLC is a full service financial planning firm offering wealth and advisory restoration in the aftermath of divorce. Our advisory services include comprehensive fee-based Financial Planning, estate and charitable planning, asset protection planning, managing client’s financial expectations in divorce, executive benefits, life settlements and premium financing consulting and analysis, life insurance issues and planning in divorce, retirement income distribution strategies and wealth management. The main focus of our financial planning strategies is on helping individuals going through divorce to restore and protect their assets.

Zey Financial and Insurance Services, Inc. is the managing member of WZWLH Advisors, LLC.

Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 575, Littleton, CO 80120 (303) 797-9080

FINRA hyperlink www.finra.org


The art and science of growing, preserving and transferring wealth.


Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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The 1% Factor: A Way to Boost Retirement Savings

Several ideas that could help you save more without making major changes to your current lifestyle.

Taxes Due for Better or Worse

A number of new taxes could affect couples (especially higher-income couples) and lead to surprises at tax time.

HOT TOPIC: Global Static: Geopolitics and U.S. Markets

A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.

To Roth or Not to Roth: That’s the Conversion Question

Some of the pros and cons of converting a traditional IRA to a Roth IRA are discussed.

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