Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Hillary Zaragoza
President, Zara Financial Group
Hilary is a long-time resident of Palm Harbor moving here some 30 plus years ago from her home town Chicago, Illinois. Zara Financial has grown on one simple principle, satisfy our client’s needs. Our method is designed to help clients assess and understand their individual circumstances.
Although the opinions offered by friends, employers, and family are meant to be helpful, few of these resources have the specific expertise required to navigate these issues for each individual. Within our organization, you are connected to a local network of established professionals and specialists dedicated to your needs and personal goals.
Hilary has seen the benefits of having a plan in place during times of loss and the devastation of not having one during times of need; which is why she is so passionate about helping her clients. Regardless of where you are on your financial journey, Zara Financial will strive to help our clients avoid emotional and financial catastrophe through education and sound planning.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.