Alliance of Comprehensive Planners (ACP) is proud to announce that member David Zolt, CFP®, EA, ASA, MAAA has been featured in The Journal of Financial Planning’s October commemorative issue about the “4% Rule.” The JFP has published Zolt’s “Retirement Income Planning by Targeting Safe Withdrawal Rates” in its Practice Management Solutions section. This is Zolt’s second article to appear in the journal.
Zolt has been an active ACP member since 2007 and is an innovator in the financial planning community at large. In addition to his job as a fee-only financial planner, he is also the creator of The Retirement Planner (www.RetireSoft.com), software that simplifies retirement income planning by eliminating the need to perform complex Monte Carlo simulations for each client. Zolt rolled out his software to ACP members and since the launch his product has been well received in the marketplace.
Zolt, owner of Westlake Advisors in Ohio, credits ACP for supplying him with a supportive network of financial planners. For more on David Zolt, visit WestlakeAdv.com.