Vi har omdefinierat vilken roll pengar spelar i livet.
Så att du kan omdefiniera vad som är möjligt i ditt liv.
Ekonomisk planering gjord på rätt sätt är avgörande för att leva väl. Det är därför vi skapade Zenith.
Traditionella finansiella rådgivare
Enstaka planer fokuserade på investeringar och pension.
Produktförsäljning, provisioner och snedvridna incitament.
Avgifter kopplade till hur mycket du investerar.
Dyra, exklusiva och begränsade i omfattning.
Zenith Medlemskap
Dynamisk planering som täcker varje ekonomiskt beslut.
Ingen produktförsäljning, inga provisioner, inga intressekonflikter.
En fast avgift anpassad efter dina behov, inte kopplad till dina investeringar.
Prisvärd och tillgänglig, för varje aspekt av livet.
Vi fokuserar helt på att göra det rätta för dig.
Ingen provision till rådgivare för att sälja dig något.
Inga avgifter baserade på hur mycket du investerar.
Inga minimikrav på tillgångar för att investera.
Ingen förvirrande branschjargong.
Oavsett vad som händer i livet, finns vi här för dig.
Ett Zenith-medlemskap täcker dina ekonomiska beslut och erbjuder en personlig plan som utvecklas tillsammans med dig.
What kinds of questions do we help you with?
Retirement
- What does financial independence mean to you?
- What does that first week in retirement look like?
- Would you stop working entirely?
- If money were no object, what would you be doing right now?
Retirement
- What does financial independence mean to you?
- What does that first week in retirement look like?
- Would you stop working entirely?
- If money were no object, what would you be doing right now?
Investments
- What should I know about the stock market?
- What sources do you use to determine the right portfolio for me?
- When should I rethink my portfolio?
- With markets down right now, should I buy or sell?
Taxes
- How will this investment affect my taxes?
- Should I use a traditional or Roth account for retirement?
- How can I reduce my taxable income?
- How does filing jointly affect my tax return?
College
- How important is college education for your children?
- If they were to go to college, would you want to help them with tuition?
- What’s the best way to save for college?
- Are there other ways to save for my children’s future other than 529 plans?
Real estate
- How much house can I afford?
- Should I look for an investment property?
- What’s better: stock market or real estate?
- How does real estate fit into my overall financial plan?
Insurance
- Which insurance company should I go with?
- How much home or auto insurance do I need?
- Is pet insurance necessary?
- If I were to pass away, would my loved ones be able to maintain the same lifestyle?
Karriär
- Should I change jobs?
- What happens to my stock options and 401K if I change jobs?
- If I got a raise, how would that affect my financial plan?
- Should I ask for a sign on bonus?
Employee benefits
- Which health insurance plan should I choose?
- Does an HSA or an FSA make more sense for me?
- Is my partner’s insurance better than mine?
- How can I make the most of my total compensation from my employer?
Compensation
- What should I do with my stock options?
- What’s better: more equity or more cash?
- What should I do with my annual bonus?
- How much should I invest monthly into my 401K?
Cash flow
- Is it detrimental to my overall goals if I have to pull from savings vs utilize a credit card?
- How can I be more intentional with my spending?
- How can I make sure that my decisions are aligned with my goals?
- Given my monthly expenses, should I get a side hustle?
