Who we help - People who worry about money, regardless of age or net worth.

Traditionally, Financial Planners help high-net worth individuals.   But most of those people are already have a financial advisor…or two…or three.  

That leaves everyone else to figure it out on their own and therein lies the irony - people that need help the most don't get it because they don't have enough money. 

The Financial Zen Group is dedicated to changing that dynamic.   We want to help the people who need it the most.

 

Baby Boomers 

  • Maximizing social security benefits
  • Navigating the medicare maze
  • Minimizing taxes from smart, tax-efficient retirement account distributions
  • Minimizing required minimum distributions to save on taxes
  • Preparing for the probability you'll need long-term care

 

Gen X'ers 

  • Saving enough for retirement
  • Investing in a well allocated and diversified portfolio
  • Saving enough for their children's college
  • Having enough life insurance to protect their family 

 

Millennials 

  • Living withing your means
  • Getting out of debt
  • Starting to save as early as possible


If you fit this criteria and want some help achieving your dreams and financial goals, schedule a call or a meeting with us.