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(833) 368-3680|retirement@zinniawealth.com
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February 2023

January 2023

Zinnia Wealth takes the time to get to know every client to be their financial advisor for personal financial planning and investment management.

(833) 368-3680

retirement@zinniawealth.com

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Contact Us

Ocala: 3220 SW 33rd Rd,
Ocala, FL 34474

Gainesville: 2610 NW 43rd St,
Suite 1D, Gainesville, FL 32606

The Villages: 4060 E SR 44 Unit 2A
Wildwood, FL 34758

Citrus County: 3 S Melbourne St
Beverly Hills FL, 34465

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Disclosure: Investment Advisory Services are offered through Zinnia Wealth Advisory, LLC a registered investment adviser. Zinnia Wealth Advisory, LLC and Zinnia Wealth Management, LLC are separate entities. Insurance products and services are offered and sold through Zinnia Wealth Management, LLC.

Check the background of Zinnia Wealth Management and its advisor representatives on FINRA’s BrokerCheck

Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. Likewise, insurance coverage cannot be bound, altered, or cancelled via e-mail or a voice message system.

This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 352-368-3680 or return and delete the original transmission and its attachments without reading or saving in any manner.

The information, suggestions, and recommendations included in this material is for informational purposes only and cannot be relied upon for any financial, legal, accounting, tax or insurance purposes. Zinnia Wealth Management will not be held responsible for any detrimental reliance you place on this information. It is agreed that use of this information shall be on an “as is” basis and entirely at your own risk.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

Any references to “Television Appearances” across the website, including but not limited to videos of Money Matters and Retirement Coffee Talk with Charisse Rivers of Zinnia Wealth Management, are sponsored advertising paid for by Zinnia Wealth Management.
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