I help families and small businesses plan for the future by crafting a life and estate plan. 

Together, we’ll plan for what we know will happen (death) as well as what might happen. We’ll plan to protect assets from creditors, predators, and spenders.  We’ll maximize family harmony.

I also help individuals and families with the buying and selling of real estate as well as adoptions.

Follow me on TikTok @alabamalawyerzach



Zach Anderson

If you’ve enjoyed following my posts…

Subscribe to our YouTube channel!

I have waaaaay more followers on LinkedIn than I do on YouTube…

While I have been doing LinkedIn much longer, YouTube is a fun way where we can interact as well.

Link to subscribe in the comments!

Helping you protect your assets through estate planning

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Derek Mazzarella, CFP®

Executives nearing retirement face complex stock plans, a big tax bill, and not enough time. I build simple systems to manage RSUs and options, reduce lifetime taxes, and create a repeating paycheck in retirement. 

We look to get you financially organized, set clear financial priorities, and track your progress over time. Your finances can get complicated as you move up the corporate ladder, we help you simplify them. 

Book a 20-minute ‘Stock Plan Strategy Call’

How I Help Clients:

✅	Get financially organized
✅	Find ways to address taxes now and later
✅	Create a customized investment plan/Manage Stock Options/RSUs
✅	Develop systems to potentially save more money
✅	Plan for now and retirement

The Potential Results:

✅	Build financial confidence
✅	Action is taken
✅	You can feel lighter 
✅	Increased financial knowledge
✅	You’ll save time

You can book a time on my calendar to learn more about the process and see if we are a fit for each other. 

https://outlook.office365.com/owa/calendar/DerekMazzarella1@mygfpartner.com/bookings/s/VpFghfQFNkyVJj_M6ST9-A2

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
 
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Certified Financial Planner

Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Insurance products offered through LPL Financial or its licensed affiliates. Gateway Financial Partners are not registered broker/dealers and are not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with Gateway Financial Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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The Battle

Zach Anderson

Derek Mazzarella, CFP®

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taplio

The Battle

Zach Anderson

Derek Mazzarella, CFP®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Zach Anderson's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreZach Anderson's LinkedIn Performance