Welcome To Our Website
Katherine A. A. Zupan is the only independent financial advisor of extreme probity and discretion offering values based advisory and trust services to clients in northern Virginia who wish to retain full control over their assets. We serve private individuals and their families on either a fee-only or retained basis; and businesses on a retained basis. Our only obligation is to our clients. We have no affiliation with any broker-dealer, financial, investment, or insurance company. Licensed as a registered investment advisor with the Commonwealth of Virginia.
What about money is important to you?
Services offered include both full and partial financial plans addressing a specific question or issue such as budgets/spending plans, college funding strategies, and gifting programs. We also offer advice regarding workers' choices of employee benefits, insurance, and risk management programs, trust options, and for families, we offer financial counseling and education services including financial education for teens. If you have a question regarding any of our services or the effective use of money, please call us.
What keeps you awake at night?
We also offer financial Plan testing through financeware.com. Using their suite of tools that simulate a client's investment program over his or her lifetime, we can calculate the likelihood that a particular financial strategy will successfully fulfill the client's goals. Working with the client directly online together, his or her financial plan can be tested and refined to increase the probability of, but not to guarantee, success using one or all of the three separate engines available - historical audit, wealthsimulator, and monte carlo simulator. While this process cannot guarantee success, it can help you, the client, more fully understand your investment program by involving you in its development. This testing is offered as an option, mainly to those clients with more extensive or complex investment programs. There is an additional fee for this service.
May we help you achieve your goals?
For businesses we can save you $202.00 per employee per year and 24 hours per employee per month by providing your employees the financial counsel they need. According to a recent study by VaTech,
employees spend 24 hours out of every month worrying on
the job about their personal finances. The costs of
employee financial stress to businesses has been
estimated to be $602.00 per employee per year. We can
help your business by helping your employees. Not only
can hiring us result in an immediate improvement to your
bottom line, but our fees, if hired as an employee
benefit applied across the board, are fully tax
deductible thus allowing you to keep more of your
profits.
Privacy Policy
In order to provide you with the best possible service, we collect all personal and financial information about you that we can. We understand that this information is extremely sensitive and must be safeguarded. To this end we have taken the following steps to protect your information.
- We must have written and notarized permission from you before we disclose any information to anyone other than yourself and the regulatory agencies who perform audits of this company as we are required to do by law.
- Your information is not stored on vulnerable computer systems.
- The public does not have unescorted access to our office.
- Information is only given to third party affiliates with your express written permission.
- Information is handled, stored and destroyed as permitted by law by the most secure methods possible.
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Our client list in not made available to anyone unless it is required by law. If you have any questions please contact us.