Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve financial security to Live by Design, Not by Default. Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice.

Zinnia Wealth Management will determine your asset allocation needs, help you understand your risk tolerance, and create an investment policy statement for you. Our experts will recommend the appropriate investment vehicles to help you reach and exceed your goals.

After the many changes to the financial landscape that came over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change and if you need to rethink your tax strategy.