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Personalized Solutions for Every Stage of Life
Your Trusted Financial Partner, Wherever You Are
What Can I Expect Working With Zenith?
We understand that financial planning can feel overwhelming. At Zenith FP, we care deeply about your unique needs and goals. Our experienced advisors will guide you with empathy and expertise, helping you navigate every step of your financial journey.
We focus on:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Education Planning
- And many other aspects of your financial life
How Do We Get Paid?
We charge a fee that's a percentage of the value of the investments we manage, which is debited directly from the account:
—1% on the first $2,000,000 we manage, then
—0.75% between $2,000,000 and $5,000,000, then
—0.55% between $5,000,000 and $10,000,000, then
—0.40% on amounts above $10,000,000
We don’t get paid through any type of commission, kickback, or other undisclosed revenue sources. There’s no additional charge for the tax and estate planning advice we provide.
Do You Prepare Taxes and Estate Planning Documents?
We don't directly prepare taxes, but we can work with your tax advisor to ensure your financial plan aligns with your tax strategies. We also collaborate with estate planning attorneys to ensure your financial goals are reflected in your estate plan.
Do You Offer In-Person Meetings, or Are You Remote?
At Zenith Financial Planning we believe location shouldn't limit access to exceptional financial planning. Our team of experienced planners works remotely, allowing us to serve clients across the country and offer flexible scheduling options for your convenience. If clients would like to meet face to face, we do so with satellite offices around the country.
