Zinnia Wealth Management, LLC is committed to helping you pursue your long-term financial goals. As specialists in retirement and estate conservation, we can help you answer the questions you may have about your financial future, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I help ”inflation-proof” my investment income?
- Do I need disability income insurance or long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts and probate?
We offer financial products and services tailored to your individual needs. Zinnia Wealth Management, LLC is committed to you for the long run.
WE SPECIALIZE IN
Zinnia Wealth Management, LLC specializes in personally helping families, individuals and businesses achieve wise financial stewardship.
Our group concentration is on four essential retirement planning strategies:
- Protection of Your Health Care
- Financial Security
- Planning Your Estate
- Preserving Freedom of Choice