Zey Insurance Group

Turnning success into legacy!

Zey Insurance Group is a full service financial services corporation for CPA and law firms, offering comprehensive financial planning services to their clients.  Our practice consists primarily of estate planning and charitable planning, wealth transfer and business uses of life and disability insurance, non-qualified deferred compensation strategies, buy-sell planning, business continuation planning and retirement planning for professionals, executives and owners of businesses.

 

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

 
Calculators

Net Worth

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

Capital Gains Taxes

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

The Long Road Ahead

The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

Variable Annuities Add Guarantees

Investors who would rather not choose between a guaranteed income and above-average investment gains may want to consider variable annuities with living benefit guarantees.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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