Knowledge is power. Its also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.
We are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Todays economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards. We enjoy helping people build a solid financial foundation for the future.
|Firm Start Year:||2012|
|States Licensed in:||TX, MS, CA|
|Number of Years with Current Firm:||4|
|I work with the following types of clients:||Business Owners, Individual Investors, Businesses|
|Investment Types:||Managed Money, Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via email, At my office, Via phone, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Variable Annuity, Long Term Care|
|Firm's Number of Clients:||500|
|Advisor's Number of Clients:||100|
|Assets Managed by Advisor:||$25,000,000|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Bachelor of Business Administration - Entrepreneurship||
University of North Texas - Denton, TX
Zachry P. Fearing (Zak) is a registered representative with Centaurus Financial, Inc.
Prior to joining the Morrison Financial team, Mr. Fearing spent 10 years in the energy sector with a focus on finance. During this time he worked closely with both public and private energy companies to source and deploy capital for extensive oil & gas operations with a focus on shale basins in North America.
At Morrison Financial Zak is focused on developing long term relationships and helping families and business owners plan for a better financial future. He is always creating new and exciting strategies to better serve our clients.
Zak attended Hawaii Pacific University and was a member of the golf team before transferring to University of North Texas and graduating with B.B.A., Entrepreneurship. He and his wife Blaire have three children and currently reside in Lantana, TX.
Zak and the Morrison Financial Team specialize in retirement planning and have taught classes on the subject matter at local universities for 13+ years. We are objective driven with a focus on education and this has been and will continue to be our secret to success. Knowledge is power and we believe an educated client is a happy client.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
|Highland Village||Flower Mound|
|Farmers Branch||Little Elm|