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Phone: 419-425-2400. Jordan Shaw, CFP®️ Hixon Zuercher Capital Management - Wealth Advisor & Certified Financial Planner in Findlay, Ohio.
Since 2013, Josh has helped clients create goals and develop investment plans to meet those goals. He provides clients with in-depth analysis on Social Security, retirement planning, pension lump sum versus annuity analysis, insurance reviews, and many other wealth management questions.
As a Sr. Wealth Advisor, she provides financial planning and investment advice to clients of the firm. She has expertise in a variety of planning areas but particularly enjoys the topics of retirement readiness, personal tax strategies, and charitable giving.
Tony has experience providing investment services since 2003 and providing financial advisory services since 1999. Prior to co-founding Hixon Zuercher Capital Management, Tony worked at a CPA firm for nearly four years specializing in accounting, tax planning, and tax preparation for high net worth individuals.
Financial Planning. Attend client meetings in a technical, supporting and learning role; Assist in gathering and organizing client data necessary to develop financial plan; Preparation of comprehensive retirement and tax planning; Prepare Investment Policy Statements for clients; Perform analysis of client information for Wealth Advisors
Hixon Zuercher is pleased to announce the promotion of Josh Robb as a Partner of the Firm! In addition, Josh has been named our Director of Wealth Management and will also serve as our Chief Compliance Officer, effective January 1, 2022.
Give life to your values, and purpose to your financial plan with customized investment management, financial planning, estate planning, tax planning, retirement planning, and more. We even have an on-staff life coach who specializes in helping you craft a retirement filled with meaning and purpose.
Do you have questions or comments? We’d love to hear from you. To get in touch with us, please use the form below or send an email to hello@hzcapital.com with your message and the best way to get in contact with you. Someone from our team will get back to you within one business day.
Most have 10 traits that, when combined, can turn dreams into reality. Each day, on the Leaders & Success page, the paper will highlight one of those traits. Here are IBD’s 10 Secrets To Success: HOW YOU THINK IS EVERYTHING: Always be positive. Think success, not failure.