Are You Ready to Retire?
You’ve spent years helping others. Don’t forget to help yourself and your family, too.
Start Your Journey Here!
Serving First Responders
We know the sacrifices you make daily, and we’re here to help you navigate the complex world of finances with ease and confidence
Meet A Former Firefighter
Todd Lietz
The same passion for helping people that initially led Todd to firefighting and emergency medical services now motivates him to help clients find financial solutions designed to give them the confidence to pursue their goals and positively impact their loved ones for generations.
Todd brings considerable experience in state and municipal retirement services and benefits packages to Zenith Advisory Group. His mission is to help families and individuals develop tax-efficient strategies that complement their current holdings, provide greater work-life balance and help alleviate stressors.
We understand your concerns because we've been in your shoes
As a former firefighter, Todd Lietz knows the unique challenges facing first responders and rescue workers. He is committed to helping his emergency services brothers and sisters confront the same issues and uncertainties he faced during his years of service.
We Help you In...
Life Expectancy:
The reality of this profession is that first responders and emergency workers often encounter life-threatening situations. With strategic estate planning, tax strategies, life insurance plans, and other services, we can help ensure your family’s security, even in the worst scenarios.
Financial Accessibility:
Unlike most traditional advisors, WE DO NOT HOLD YOUR MONEY HOSTAGE. In fact we devise our plans to help ensure you can access your money anytime you need it. You earned it. You deserve to enjoy it.
Pension Optimization:
Your pension is hard-earned. We are familiar with programs such as DROP (Deferred Retirement Option Plan) and can provide advice to help maximize your benefits.
Tax Savings:
With most of your investments being tax-deferred, our team of CPAs will devise a strategy to minimize your taxes, keeping more of your hard-earned money available for you and your family.
Investment Advice:
We guide you in making smart investment decisions that align with your risk tolerance and financial goals.
