Valley Estate & Elder Law

Holistic estate planning and asset protection.

Owner

U.S. House of Representatives

Intern

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

Derek Mazzarella, CFP®

Gateway Financial Partners

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.

Certified Financial Planner

Park Avenue Securities

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

Investment Advisor

The Bulfinch Group

We look to partner with our clients in order to implement the right strategies at the right time. 

Our philosophy is all about our clients taking control over their finances in order to deliver meaningful and measurable results. We want our clients to have a plan for every scenario and any financial situation. 

Our focus is on educating our clients on the four main domains that affect their lives: Cash Flow, Protection, Debt Management and Investments. Since a financial decision can affect multiple areas of a person's life, we look to integrate all four areas in the financial decision making process.  

Services:
Wealth Management
401k/Retirement Plans
Life Insurance
Disability Insurance
Health Insurance
Dental Insurance

Investment Specialist

National Life Group

I worked with clients to create a customized financial plan that focused on ensuring their financial goals and alleviating financial threats. Each client was able to obtain the proper balance between investing, wealth building, and protection.

Representative

Aflac

Aflac offers supplemental health, life, dental, and disability insurance as well as for specific conditions such as cancer insurance. Aflac’s policies are designed to alleviate the financial burden associated with a health event. Their voluntary benefit plans are designed to work with a company’s overall employee benefit offering.

Agent

Kaman Aerospace

Inside Sales Representative Intern

Let’s face it, you don’t need a financial advisor. You can learn anything you want about finances from books or the internet. You can even have a robot manage your investments. Learning about finances that way takes time. Most people I work with are too busy to manage their own finances and don’t have the time to learn. 

Together, we can build on the good things you’ve already done to improve your financial outlook while having fun in the process. More importantly we can help you have an enjoyable and fulfilling life.  

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 and less stressed
✅	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 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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