Let's Start
The Conversation
No paperwork, no commitment — just a straightforward conversation about what's on your mind. Reach out however works best for you. If you already know the question is about retirement income planning, key person insurance, continuity and succession, or a small business retirement plan, say that in the note and Zach can make the first call more useful.
Let's Connect
Here's how to get in touch. Most people start with a quick phone call or email after reading about retirement income planning, investment management, protection planning, or small business retirement plans.
Some people come in with a broader planning question around practical retirement planning, an integrated financial strategy, continuity and succession, key person insurance, or why working with a Certified Financial Planner matters. Those are all valid starting points too.
Phone & Email
Call or email Zach directly at 602-954-8766 or zach.holly@osaicwealth.com. He works with clients in Arizona, California, and Colorado — in person in Phoenix or by video.
Visit or Call
The office is at 1300 E. Missouri Avenue, Suite 230, Phoenix, AZ 85014. Walk-ins aren't ideal — schedule a time and Zach will be ready for you.
Contact Form
Drop a note with what's on your mind — retirement question, protection concern, business planning issue, or just not sure where to start. Zach will get back to you personally.
Book a Time to Talk
Available for in-person meetings in Phoenix, or phone and video for clients across Arizona, California, and Colorado.
- zach.holly@osaicwealth.com
- 602-954-8766
-
1300 E. Missouri Avenue, Suite 230
Phoenix, AZ 85014
First Financial Strategies, LLC
1300 E. Missouri Avenue, Suite 230
Phoenix, AZ 85014
In-person meetings available in Phoenix.
Phone and video available for clients
across Arizona, California, and Colorado.
Send Zach a Message
Ask anything. Four fields are needed, the other two are not, and Zach reads and answers these himself, usually by the next business day.