Question 1

What services does Zinnia Wealth Management offer?

Accepted Answer

Zinnia Wealth Management offers a wide range of financial planning services, including income planning, investment strategies, Social Security maximization, legacy planning, tax planning and management, estate planning, guaranteed income, retiring your business, and structured settlements.

Question 2

How does Zinnia Wealth Management approach financial planning?

Accepted Answer

Zinnia Wealth Management takes a customized approach to retirement planning, tailoring their services to each client's unique needs and goals. They aim to help clients "design their future today" and not just rely on default options.

Question 3

What makes Zinnia Wealth Management different from other financial planning firms?

Accepted Answer

Zinnia Wealth Management is committed to providing financial planning for everyone, not just the wealthy. They strive to make their services accessible and helpful for clients of all income levels.

Question 4

Does Zinnia Wealth Management offer any special programs or initiatives?

Accepted Answer

Yes, Zinnia Wealth Management has a strategic partnership with The Grilled Cheese Foundation, through which they give back to the community. They also offer educational resources like financial books, guides, and a retirement coffee talk podcast.

Question 5

How can I get started with Zinnia Wealth Management?

Accepted Answer

Zinnia Wealth Management offers a complimentary retirement consultation to get started. Clients can also upload their financial documents for a comprehensive review, or take advantage of their online tools like the portfolio x-ray and annuity x-ray.

Zinnia Wealth Management

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About Zinnia Wealth Management

Frequently Asked Questions about Zinnia Wealth Management

What services does Zinnia Wealth Management offer?

How does Zinnia Wealth Management approach financial planning?

What makes Zinnia Wealth Management different from other financial planning firms?

Does Zinnia Wealth Management offer any special programs or initiatives?

How can I get started with Zinnia Wealth Management?

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