Advisor at LIFEGOALS FINANCIAL GROUP
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Firm
LIFEGOALS FINANCIAL GROUP
Location
Owosso, MI 48867
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.
Based on LIFEGOALS FINANCIAL GROUP
Based on LIFEGOALS FINANCIAL GROUP
Financial planning fees may be set at a fixed amount depending on client needs and scope; one-third due at engagement, remainder upon completion.
$0 - $500,000: 1.00% $500,001 - $750,000: 0.95% $750,001 - $1,250,000: 0.90% $1,250,001 - $1,750,000: 0.85% $1,750,001 - $3,000,000: 0.80% $3,000,001+: Negotiable
Financial planning services charged at $225 per hour.
Account minimum: $250,000 Minimum fee: Fees are negotiable and may be subject to a minimum in accordance with the Advisory Agreement Fee Schedule, but specific minimum fee amounts are not clearly stated. Fee-only: Financial planning fees charged at $225/hour or fixed amount depending on scope; hourly rate is non-negotiable.
215 N Water St, Suite 129
Owosso, MI 48867
Michigan
LIFEGOALS FINANCIAL GROUP
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Lothrup, MI
Faithful Steward Wealth Management, Inc.
Series 63, Series 65, Series 66
Owosso, MI
MMI Asset Management Services, LLC
Series 65
Laingsburg, MI
Sovereign Financial Group, Inc.
Series 63
Corunna, MI
M Holdings Securities, INC.
Series 63, Series 66
Owosso, MI
The huntington Investment company
Series 66
Owosso, MI
Citizens Securities, Inc.
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