You've worked hard to build a life of stability and independence. You've stayed organized, made smart financial decisions, and surrounded yourself with the right people. But lately, keeping up with it all feels more complex.
Our brief, thoughtful assessment is a simple first step toward restoring clarity and ease.
We'll help you pinpoint where a structured system and expert support can take the weight off your shoulders—so you can stay in control without doing it all yourself.
You’ll speak directly with Jeremy Zizmor, founder of Assurance Family Partners, who brings years of experience helping individuals and families navigate sensitive financial situations. In this high-trust conversation, Jeremy will listen closely, answer your questions, and explore how we can support you—always with discretion, respect, and care.
Maybe the paperwork is piling up. Maybe you're second-guessing whether everything's been paid. Maybe you're just tired of tracking it all.
You’re not alone—and you don’t have to keep doing this alone.
At Assurance Family Partners, we specialize in supporting intelligent, independent adults—often widowed or aging solo—who want a trusted professional to manage the details and help prevent anything from slipping through the cracks.
This isn’t about giving up control. It’s about regaining peace of mind.
You don’t have to carry this alone. We’re here to help.
Jeremy Zizmor is the founder of Assurance Family Partners and a seasoned accountant with over 25 years of experience. His expertise lies not only in the numbers, but in creating structured systems that bring order to your financial life—and peace to your mind.
Jeremy’s calm, methodical approach is designed for individuals who value precision, privacy, and professional collaboration. Whether you're managing finances solo or have a trusted circle of advisors, Jeremy works as the essential bridge—ensuring strategy becomes action, and nothing falls through the cracks.
“I don’t just bring solutions—I bring structure, foresight, and a deep commitment to your financial well-being. Because for someone like you, only the best will do.”
— Jeremy Zizmor
Join others who have taken control of their financial well-being with our expert support
"The process was simple, but the peace of mind was profound."
"I finally feel at ease knowing everything is handled—and handled well."
"Jeremy’s attention to detail and calm professionalism made all the difference. I only wish I’d started sooner."
"One of the best decisions my siblings and I ever made! AFP helped with our parents' finances when they needed it most."
FAQs About the Assessment
It helps us identify where you may benefit from hands-on financial support—so nothing gets missed, and you feel more in control.
Not at all. It’s for thoughtful individuals who want structure, clarity, and help staying ahead of financial responsibilities—especially when life starts to feel more complex.
We review your responses with care and reach out to schedule a no-pressure consultation. Whether you choose to move forward or not, you'll walk away with greater clarity.
Yes—because it delivers big results. We prevent costly mistakes, eliminate financial chaos, and give you long-term peace of mind.
Your financial life doesn’t have to feel so heavy. Let us help lighten the load—so you can spend more time doing what brings you joy, and less time worrying about what might be slipping through the cracks.
