Teamwork Makes The Dream Work.
STRATEGIC RELATIONSHIPS
COLLIER, JERNIGAN & GOEDERT, P.A.
Florida CPA’s
Website: colliercpas.com
Phone: (352) 732-5601
Collier, Jernigan & Goedert are committed to providing personalized service and being closely involved in helping clients reach their financial goals. They help with not only daily accounting but also decision making, contract negotiation, and long-range planning.
Vicky Morrison
Top Real Estate Agent in Ocala, FL
Website: bamocala.com
Phone: (352) 519-1888
Vicky is a Commercial Broker-Associate with Remax Premier Realty, specializing in Commercial Sales, Leasing, Tenant representation, and land sales and development. She prides herself as a hard worker with great attention to detail. Vicky’s relentless commitment to her clients and her tireless energy gives her an edge in this ever-evolving real estate climate.
The Toney Law Firm
A. Scott Toney, Esq.
Website: thetoneylawfirm.com
Phone: (866) 878-7817
At The Toney Law Firm, they are committed to providing compassionate quality legal representation for elders and their families for an affordable and reasonable fee. Their goal is to help dispel myths and fears that their clients face.
Scott has extensive experience in handling matters relating to lifetime planning for his client’s financial and health needs, as well as assisting their family members with estate and trust settlement. In addition to the practice areas of estate planning, our firm also handles elder law matters, guardianships, probate, and real estate closings.
Rachel Clements, CPA
Certified Public Accountant, Purvis Gray
Website: https://www.purvisgray.com/rachel-clements
Phone: (352) 378-2461
Rachel Clements is a partner with Purvis Gray and has expertise in the areas of taxes and accounting, providing tax preparation, advisory services, financial statement compilation, and review services to Zinnia Wealth clients.
Scott Shannon
Branch Manager, NRL Mortgage
Website: https://nrlmortgage.com/lo/scott-shannon
Phone: (352) 282-3020
Teamed up with NRL Mortgage, Zinnia Wealth can help walk you through the process of getting the right mortgage for you and how to works with your retirement.
W. Michael Parrott
Estate Planning Attorney
Website: https://www.parrottlegal.com/
Phone: (352) 789-6050
When helping prepare for retirement, consulting an estate planning attorney is an essential part of the process. Michael Parrott and Zinnia Wealth work together to make that process easier.
