Zach Ashburn, CFP®, EA Reach Strategic Wealth

About Zach Ashburn, CFP®, EA, AFC®

I specialize in working with the self-employed and entrepreneurs. My clients are business owners, side-hustlers, and those who are consulting in their retirement years. My unique blend of financial counseling, tax planning, and financial planning is designed to help you navigate these exciting transitions as you pursue your goals of higher income, increased flexibility, and showing your values to your peers and the next generation. Moving beyond only asset management, clients may be provided goal setting, career planning, and family vision exercise as they explore the next stages of the financial and life plans.

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Recently Published

The Wrap Up!

October 13, 2022

In this final episode of The Dollar Derail, Zach and Ben talk through the best lessons learned and what's next as they move forward in their plans to share valuable financial education with more and more people.

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The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.

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Investing in Bonds Today

June 21, 2022

Every generation of investors facing unique challenges and those preparing for retirement today are looking at a bond market that may feel difficult to navigate. In this episode Zach and Ben discuss the purpose of bonds, the challenges investors are seeing in the bond market right now and what you should know as you prepare your financial plan.

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

MNfuohea@ErnpuFgengrtvpJrnygu.pbz

Ora@ThvqrSC.pbz

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.


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Tax Myths - My CPA Does Tax Planning

June 14, 2022

We often hear about client's frustration with their tax preparers or a sense of concern that they are not being proactive in working to reduce your lifetime tax bill. In today's episode we discuss the confusion that exists between tax preparation and tax planning, and how you may not be paying someone for the job you think you are. If you have had issues with your tax preparer or want to work to proactively lower your tax bills this episode is for you!

Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:

MNfuohea@ErnpuFgengrtvpJrnygu.pbz

Ora@ThvqrSC.pbz

The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.



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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Owners
  • Christian Business Owners
  • Self-Employed Individuals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $237.50+/mo
  • Quarterly Fee: $712.50+/qtr
  • Flat Fee: $250+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.35%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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