The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve wise financial stewardship.
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. We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
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. We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
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Zinnia Wealth Management, LLC is committed to helping you pursue your long-term financial goals. Zinnia Wealth Management, LLC specializes in personally helping families, individuals and businesses achieve wise financial stewardship. Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth.
Zinnia Gives Back
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When it comes to giving, the possibilities are endless. Zinnia Wealth contributions to many charities with in our community and across North America. We invite you to take a look at some of the exceptional organizations we've helped over the years and learn how you can make a difference.
Our foundation was created on the principle that we can help struggling single parents get their kids through high school and adequately prepare them for college.The Tim Tebow Foundation's mission is to bring faith, hope, and love to those needing a brighter day in their darkest hour. Desire Street Ministries mission is to revitalize under-resourced neighborhoodsthrough spiritual and community development.
Our foundation was created on the principle that we can help struggling single parents get their kids through high school and adequately prepare them for college.The Tim Tebow Foundation's mission is to bring faith, hope, and love to those needing a brighter day in their darkest hour. Desire Street Ministries mission is to revitalize under-resourced neighborhoodsthrough spiritual and community development.
Strategic Relationships
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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 is a Commercial Broker-Associate with Remax Premier Realty, specializing in Commercial Sales, Leasing, Tenant representation and land sales and development.
ZinniaU
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Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation likely won't be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You'll discover how to navigate this new landscape and better achieve your retirement goals.
Useful Guides
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At Zinnia Wealth Management, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients' interests first, we focus on creating and executing a sound financial plan that is based on our clients' unique needs and goals.
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