Zachary Stone

About Zachary Stone

For much of my life, I have tried to do everything myself.Washing machine is broken?I can fix that myself.Truck needs new brakes? I can install them myself.It wasn\'t until I realized the power of focusing on my strengths and outsourcing the rest, everything changed. I knew my life needed to be optimized for efficiency and impact—not just in business, but in all areas, including finances, family, and personal well-being.The problem was, doing everything myself left me with no time. Even more so, I finally realized I simply am not an expert in all areas of life (Nor is anyone else for that matter).Because of this, I wanted to help found an RIA planning firm that focused on giving time back to the client\'s we serve.Why do busy professionals hire me? They want peace of mind with their money2. They value working with a specialist who understands their unique needs3. They need a clear and customized financial plan, not generic advice4. They’ve accumulated a financial ‘junk drawer’ and need someone to help organize it5. They want accountability and ongoing support6. They prefer a simplified, actionable plan they can trust7. Most importantly, they want time back in their lives\', and value outsourcing to take financial planning off of their own plateWhere & who do I help?I help professionals define their financial goals, organize their resources, and align their plans for maximum efficiency through: Cash Flow Management Investment Planning Retirement Planning Insurance Planning Education Planning Tax efficiency Real Estate Strategy Estate Planning Business Exit StrategyWhat is working with us like?Financial Planning should be equally educational as it is actionable. As we go through the process, educating is one of the most important pieces of any recommendation. Also, planning should be living & breathing, able to adapt swiftly to any changes life may throw at us. Expect regular reviews, as well as regular communication, even when market’s aren’t performing as expected.We focus on:• Open and clear communication• Understanding your priorities• Building an actionable plan• Keeping you on track with accountability• Giving you back your timeIf you’re a busy professional, and are looking to take back time in your calendar, let’s set up some time to get acquainted.

Experience

1. Co-founder

   Csg Financial

   May 2024 — Present · Dover, DE, US

   Dover, Delaware, United States

Education

• Bridgewater College

  Bachelor of Business Administration - BBA

  2015 — 2019