Thanks for Scheduling your Appointment!


Confirmation of the date, time and location will be emailed to you momentarily.  You will also receive a reminder 24 hours prior to our appointment.


What you can expect:

  • Getting to know each other
  • Answering your questions
  • Review overall financial picture
  • Insights and recommendations

Information that may be useful during our conversation:

  • Earned income
  • Debts and assets
  • Financial products outside of Zavitz Insurance & Wealth
  • Driver’s license
  • Banking information


During our conversation, confidential personal information may be disclosed.  To read our privacy agreement, please click here.