| Estate and Retirement Strategies |
Our founder, Paul Zenke, practiced law for about 12 years prior to entering the securities field. His trusts,
estate, real estate, and business law background provide the perspective from which we approach your
unique estate issues. See About us. In our view, appropriate investments cannot be considered without
first reviewing all aspects of your life. The choices we make regarding your portfolio directly affect all of
these aspects.
estate, real estate, and business law background provide the perspective from which we approach your
unique estate issues. See About us. In our view, appropriate investments cannot be considered without
first reviewing all aspects of your life. The choices we make regarding your portfolio directly affect all of
these aspects.
Deciding where your assets should go upon death is one of the most personal and can be one of the most
unsettling tasks you do in your life. To add to the stress, it should be revisited periodically as your wishes,
assets, or family may change over time. We can assist you in this sensitive task, make sense of your
options, and suggest a strategy that suits you and your situation. We hope to help you sleep more
soundly knowing that you have everything in order.
unsettling tasks you do in your life. To add to the stress, it should be revisited periodically as your wishes,
assets, or family may change over time. We can assist you in this sensitive task, make sense of your
options, and suggest a strategy that suits you and your situation. We hope to help you sleep more
soundly knowing that you have everything in order.
While we do not draft documents, or give legal or tax advice, we can review your current plan to see if it
still reflects your wishes and accomplishes what you intend. We can also talk about various instruments
that may better assist you to meet your goals. We can discuss strategies that include life insurance,
trusts, gifting, and charitable giving. We work closely with your legal and tax professionals and will
ensure that you are properly represented and advised in these areas by the proper experts.
still reflects your wishes and accomplishes what you intend. We can also talk about various instruments
that may better assist you to meet your goals. We can discuss strategies that include life insurance,
trusts, gifting, and charitable giving. We work closely with your legal and tax professionals and will
ensure that you are properly represented and advised in these areas by the proper experts.
Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
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