Enjoy The Journey
Our holistic approach to financial planning is designed to help you live life’s most fulfilling years to their fullest.
Start Your Journey Here!
The Zenith Difference
Our goal isn’t to simply get YOU through retirement, but rather keep YOU at the top, by using our unique tools and strategies to address retirement’s biggest risks.
PROACTIVE TAX PLANNING
PROACTIVE TAX PLANNING
RISK MANAGEMENT
RISK MANAGEMENT
PROBATE AVOIDANCE/LONG-TERM CARE STRATEGIES
PROBATE AVOIDANCE/LONG-TERM CARE STRATEGIES
FLAT FEE
FLAT FEE
Income Planning
Income Planning
Get your Free Analysis Today!
Get your Free Analysis Today!
PROACTIVE TAX PLANNING
PROACTIVE TAX PLANNING
RISK MANAGEMENT
RISK MANAGEMENT
PROBATE AVOIDANCE/LONG-TERM CARE STRATEGIES
PROBATE AVOIDANCE/LONG-TERM CARE STRATEGIES
FLAT FEE
FLAT FEE
Income Planning
Income Planning
Get your Free Analysis Today!
Get your Free Analysis Today!
See How We're Committed to Keeping You at the Top!
Our Core Values
We strive to help every family we meet. That doesn’t mean everyone will become a Zenith client, but by walking into our office, you can expect to walk out further along on your retirement journey. Here are the four core values we endeavor to embody every day:
Here's What People Say About Their Journey
CJ Hosler and Shannen Mitchell
“From the get-go, the moment I met Bart and his team, I felt incredibly comfortable. He did all the heavy lifting, and I couldn’t be happier with where I am right now.”
Joe Amigliore and Maria Pitts
“They don’t talk over your head. They talk to you at a human level. And he gives you a basic class about financial investment. And it’s really helpful to me and it calmed me down. It made me feel so much better!”
Are You A Firefighter?
Our experience gives us a unique perspective to serve you better. We know the sacrifices you make daily, and we’re here to help you navigate the complex world of finances with ease and confidence by providing you with an easy, one-stop shop, that includes a team of CPAs, Investment Advisors, Insurance Agents, and Estate Planning Partners to cover all of your retirement needs for a transparent flat fee. NO HIDDEN FEES!
