The Zenith Solution

The Zenith Solution can help you protect a lifetime of hard work and allow you to get busy living out your retirement dreams!

Start Your Journey Here!

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Protect what you've worked so hard to build

Here's How!

Proactive Tax Planning

How much of your IRA account is yours, and how much of it do you still owe in taxes?

The Zenith Solution includes a tax analysis built by our team of CPAs to create a strategy that aims to minimize your taxes and ensure that you and your family get to pay taxes on your terms, not Uncle Sam’s.

We also offer tax preparation to streamline your overall tax planning needs each year.

Risk Management

We’ll run a market risk analysis on your current portfolio so that you won’t be left guessing about how much of your retirement you’d lose if a scenario like 2008 were to happen again.

Once we determine your risk tolerance, we tailor a plan specific to your retirement needs. Knowledge is power, but in the case of your portfolio, it’s also peace of mind.

Probate Avoidance & Long-Term Care Strategies

Plan for the worst, hope for the best.

With a high probability of nursing home care, we’ll help you evaluate the different options and create a plan for covering the cost.

We’ll connect you with one of our preferred attorneys who can set up your estate plan and evaluate legal strategies to help protect your assets from the nursing home.

Income Planning

You shouldn’t have to worry about whether you’ll have enough income in retirement. Our team will work through your needs AND your DREAMS to build you a customized income plan to help you live your best life in retirement

Flat Fee

Don’t pay advisor fees based on the amount of money you have. No other industry works like this. Our team will charge you an easy-to-understand flat fee based on the actual services we provide.

Owning mutual funds and variable annuities can come at a high cost. Our team will analyze the internal costs of the investments you own so we can evaluate potential low-cost strategies to replace them.

It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.

Here's What People Say About Their Journey

Daniel is very kind and professional not to mention super impressive. I’ll gladly recommend them to everyone I know!

We have been with Bart Patterson for over 10 years! His knowledge and aggressive approach to financial tax planning enabled us to retire in our 50s! We are very excited to have him down here in Florida now, using his holistic approach to proactive planning!

I have had an excellent experience with Zenith Advisory Group. Their team is incredibly knowledgeable, professional, and truly dedicated to their client's success. From personalized financial planning to expert investment advice. They have exceeded my expectations at every turn..

Zenith has been great! They have been great communicating thoughts and ideas and the work they do. The strategies they presented were tailored to fit my needs. I feel like they really listen and take the time to get to know their clients. I can sleep easy at night and couldn't be happier.

We have had a great experience working with Zenith. If you’re looking for qualified team to work hard for you, Zenith is your answer.