Zambri Financial Powered by LPL Financial

09/02/2026

Please tune in at 5:00 this evening for the live airing of "Financially Speaking". We will be discussing recent happenings in the market along with some timely financial planning thoughts. Be sure to tune in! Tune in to 103.9 FM to listen. If you're out of the listening range, you can tune in at www.linewsradio.com

09/01/2026

Be sure to catch up on this week's Weekly Market Commentary! Each week, the LPL Research Team puts together thoughtful insights on market news. Click the link below to learn more: https://zambrifinancial.lpl.com/weekly-market-commentary-kf26a

08/28/2026

Scaling a business successfully requires more than momentum—it requires a thoughtful, forward-looking financial strategy.

The Growth Readiness Roadmap is designed to help business owners evaluate where they stand today, identify potential gaps, and implement a structured framework for sustainable growth. From cash flow planning to long-term wealth alignment, every phase of your business should be supported by intentional financial decisions.

🚀 Explore the Growth Readiness Roadmap and start building a more strategic path forward:

08/21/2026

A strong estate plan helps protect your legacy and ensures your wishes are carried out. Reviewing key documents now can make all the difference later. Click the link to read more. https://zambrifinancial.lpl.com/blog/early-year-end-planning-estate-and-beneficiary-items-to-review-before-q4

08/14/2026

Planning for education—whether for a child, grandchild, or even yourself—starts with understanding the most effective strategies available.

529 education savings plans remain one of the most widely used tools thanks to their tax-advantaged benefits. With the potential for tax-free growth and withdrawals when used for qualified expenses, they can play a meaningful role in helping you reach your education funding goals more efficiently.

📘 Learn how to make the most of a 529 plan in our full eBook:

Whether or not you’ve already started saving for a child, grandchild, or your own education needs, there are a number of tax-advantaged strategies that can help you address your goals