Zach Bromley | Source | Financial Advisor at Broadway Graham Wealth Partners

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Zach Bromley

Financial Advisor at Broadway Graham Wealth Partners
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Series 7 and 66, Health and Life Certification

By working closely with his clients, Zach comes to understand each client’s values and long-term goals. Zach enjoys guiding clients through the twists and turns of the ever-evolving stock market and financial world — and towards their aspirations.

When meeting with Zach, you can expect an energetic collaboration and a fierce dedication to get you where you want to be. With over a decade of experience as a financial advisor, Zach is poised to provide advanced financial support and a dynamic perspective to every client.

Zach is an active member of his community and aspires to leave a positive impact. He is a board president for Habitat for Humanity in Springfield as well as a board member of Sangamon CEO, a program that helps create entrepreneurial opportunities for high schoolers. Additionally, Zach regularly volunteers at Westside Christian Church. He is also a member of the American Business Club and the Flying 20 Club.

Outside of work, Zach enjoys traveling with his wife, Erin, and their children, Cal and Sloan. In addition, he coaches Cal’s basketball team. Zach loves various outdoor activities, including skiing and boating.

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  • Retirement Delay: Financial Gains from Postponing to Next Year
    Zach highlights that postponing retirement can maximize Social Security benefits, enhance savings, and optimize tax strategies. By working an extra year, individuals can increase 401(k) contributions and potentially receive higher pension payouts. Zach notes, "Postponing retirement by just one year can lead to meaningful financial and lifestyle benefits."
  • Stay Financially Fit During the Holidays: Expert Tips
    Zach advises creating a realistic budget and sticking to it, using cash or debit to avoid debt. He suggests, “Opt for low-cost, meaningful gifts and focus on time with loved ones.” Post-holidays, review spending, address debt, and reestablish long-term goals. Shop early, use price tools, and stick to lists to prevent impulse buys, ensuring a stress-free financial start to 2025.
  • Middle-Class Retirement: Key Steps for 2025 Financial Success
    Zach advises middle-class Americans to "prioritize savings, manage debt, and utilize tax-advantaged accounts" in 2025. Maximize 401(k) and IRA contributions, automate savings, and reduce high-interest debt. Diversify investments and shift to conservative assets as retirement nears. Consider healthcare costs by funding HSAs. A disciplined, holistic approach ensures a stable financial future.