Zinnia Wealth

Our Mission

Zinnia Wealth Management believes in empowering individuals and families to achieve financial security and retirement freedom through personalized guidance and comprehensive planning. We aim to partner with you to create a tailored plan that aligns with your unique needs, goals, and aspirations.

Meet The Team

Our team of experienced professionals comes from diverse backgrounds with a shared passion for financial planning and client success. We are dedicated to providing personalized attention, clear communication, and transparent guidance throughout the process.

Investment & Risk Management

• Developing and reviewing investment portfolios
• Risk assessment and mitigation strategies
• Performance analysis and optimization
• Portfolio allocation and selection

Tax Planning & Management

• Tax optimization strategies and planning
• Retirement account rollovers and contributions
• Capital gains and income tax planning
• Filing assistance and compliance

Estate Planning

• Creation and implementation of estate documents such as wills, trusts, and power of attorney
• Estate valuation and tax planning
• Succession planning and beneficiary designation

Guaranteed Income

• Strategies for generating reliable income in retirement
• Social Security maximization strategies
• Guaranteed withdrawals and annuities

Retiring Your Business

• Valuation and planning for the sale of your business
• Tax implications of retirement
• Succession planning and employee retention strategies

Structured Settlements

• Comprehensive plans for exiting obligations and debts
• Optimization of tax consequences and interest rates
• Support through the entire process

DST 1031 Real Estate

• Guidance on utilizing DST 1031 exchanges for tax-advantaged real estate investments
• Identification of qualified replacement properties
• Management and execution of the exchange process

Additional Services

• Educational workshops and seminars
• Financial planning for individuals and businesses
• Personalized financial planning software tools

Our Commitment

At Zinnia Wealth Management, we believe in building lasting relationships with our clients. We are dedicated to providing ongoing support, regular communication, and proactive guidance throughout your financial journey. We are committed to helping you achieve financial security and live the life you desire.