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About Zinnia Wealth Management

Financial Planning For Everyone

At Zinnia Wealth Management, we understand that retirement planning is not a one-size-fits-all endeavor. That’s why we take a personalized approach, starting with a deep dive into your financial situation, aspirations, and concerns.

Our team of seasoned advisors work closely with you to assess your current financial standing, analyze your retirement goals, and identify any potential obstacles along the way.

Our holistic retirement planning approach extends beyond money management to encompass your lifestyle considerations, health care needs, tax and legacy planning to help you create the retirement you have always dreamed of.

Watch our brief video to learn more about Zinnia Wealth Management.

About Zinnia Wealth Management

Financial Planning In Florida

At Zinnia Wealth Management, we understand that retirement planning is not a one-size-fits-all endeavor. That’s why we take a personalized approach, starting with a deep dive into your financial situation, aspirations, and concerns.

Our team of seasoned advisors work closely with you to assess your current financial standing, analyze your retirement goals, and identify any potential obstacles along the way.

Our holistic retirement planning approach extends beyond money management to encompass your lifestyle considerations, health care needs, tax and legacy planning to help you create the retirement you have always dreamed of.

Watch our brief video to learn more about Zinnia Wealth Management.

Zinnia Wealth Management – As Featured In

NBC
USA Today
Forbes
CBS
97.3 WSKY
99.9 FM
Fortune
ABC
Inc 5000
Investment News
Wallstreet Journal
Fox News

Our Services

Zinnia Wealth Management takes a personalized approach, with comprehensive analysis, and commitment to your well-being enabling you to live intentionally and retire with confidence.

We conduct thorough examinations of your income sources, investment portfolios, insurance coverage, estate plans, and tax strategies. By taking a 360-degree view of your financial landscape, we can uncover opportunities for optimization and develop strategies to maximize your retirement income while minimizing unnecessary risks. Our experts will recommend the most suitable investment vehicles to help you achieve your goals.

RETIREMENT PLANNING

We will guide you through setting up and managing your retirement portfolio to help generate income and protect your savings.

Investment Management

We work with you to determine investment strategies that fit with the other elements of a well-rounded, comprehensive plan.

Tax Minimization

Find ways to help create a strategy that defers, manages, and reduces taxes.

RETIREMENT PLANNING

We will guide you through setting up and managing your retirement portfolio to help generate income and protect your savings.

Investment Management

We work with you to determine investment strategies that fit with the other elements of a well-rounded, comprehensive plan.

Tax Minimization

Find ways to help create a strategy that defers, manages, and reduces taxes.

Tune Into The Retirement Coffee Talk PODCAST!

Listen world wide on demand to founder Charisse Rivers.

Do you have a question or topic that you’d like Charisse to discuss on an upcoming Retirement Coffee Talk podcast episode? Text QUESTION to (833) 996-3456 to join our list today!

Tune Into The Retirement Coffee Talk PODCAST!

Retirement Coffee Talk Podcast

Listen world wide on demand to founder Charisse Rivers.

Do you have a question or topic that you’d like Charisse to discuss on an upcoming Retirement Coffee Talk podcast episode? Text QUESTION to (833) 996-3456 to join our list today!

WATCH CHARISSE RIVERS ON MONEY MATTERS TV!

Check out Charisse discussing important retirement advice on The Finance Report, Money Matters segment. Also check out Retirement Coffee Talk episodes on ABC, CBS, and FOX.

WATCH CHARISSE RIVERS ON MONEY MATTERS TV!

Charrise Rivers on TV

Check out Charisse discussing important retirement advice on The Finance Report, Money Matters segment. Also check out Retirement Coffee Talk episodes on ABC, CBS, and FOX.

Tax Planning Guide

Charisse Rivers: Style Magazine

Tax Planning Guide

Charisse was featured in and on the cover of the May Issue of Style Magazine. Read all about Charisse’s career and community involvement as one of Style’s Business Women of 2024!

STAY UP TO DATE WITH CHARISSE

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Charisse Rivers and Tim Tebow