The Little Red Book of Retirement aims to help you address important questions that pertain to your retirement planning needs in an effort to help you get closer to reaching your goals now and in retirement. Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve wise financial stewardship.
Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice. We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice. We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
Services
Zinnia Wealth Management, LLC is committed to helping you pursue your long-term financial goals. Zinnia Wealth Management, LLC specializes in personally helping families, individuals and businesses achieve wise financial stewardship. Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth.
When it comes to giving, the possibilities are endless. Zinnia Wealth contributions to many charities with in our community and across North America. We invite you to take a look at some of the exceptional organizations we've helped over the years and learn how you can make a difference.
Our foundation was created on the principle that we can help struggling single parents get their kids through high school and adequately prepare them for college.The Tim Tebow Foundation's mission is to bring faith, hope, and love to those needing a brighter day in their darkest hour. Desire Street Ministries mission is to revitalize under-resourced neighborhoodsthrough spiritual and community development.
Our foundation was created on the principle that we can help struggling single parents get their kids through high school and adequately prepare them for college.The Tim Tebow Foundation's mission is to bring faith, hope, and love to those needing a brighter day in their darkest hour. Desire Street Ministries mission is to revitalize under-resourced neighborhoodsthrough spiritual and community development.
Collier, Jernigan & Goedert are committed to providing personalized service and being closely involved in helping clients reach their financial goals. They help with not only daily accounting but also decision making, contract negotiation and long range planning. Vicky is a Commercial Broker-Associate with Remax Premier Realty, specializing in Commercial Sales, Leasing, Tenant representation and land sales and development.
Retiring has changed from what it used to be. Many retirees in the past depended on a pension or Social Security, but the baby boomer generation likely won't be able to depend on just that. Fresh challenges have created a new retirement landscape, and retirees are looking for true education. You'll discover how to navigate this new landscape and better achieve your retirement goals.
At Zinnia Wealth Management, we focus on a customized investment and retirement strategy to help get you retired, and stay retired. Through hard work, discipline, and a commitment to always putting our clients' interests first, we focus on creating and executing a sound financial plan that is based on our clients' unique needs and goals.
Reviews (6)
Richard Schultz
Feb 03, 2022
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I just complete my one-year review with Charisse and Zinnia Wealth Management, and I must say I am very impressed. During our initial consultation and decision-making meetings a year ago, Charisse went into our options in great detail. Over the past year our chosen mix of annuities and stocks have performed exactly as expected.
Moreso, our recent review was an opportunity to revisit last year’s decisions and make a few changes. With higher inflation, rising interest rates and upcoming market volatility on the horizon, we tweaked our investment plan to hopefully ride out the coming year or two
Moreso, our recent review was an opportunity to revisit last year’s decisions and make a few changes. With higher inflation, rising interest rates and upcoming market volatility on the horizon, we tweaked our investment plan to hopefully ride out the coming year or two
Becki Ryan
Aug 15, 2021
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Vic Rotz
Jul 06, 2019
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For me choosing Zinnia Wealth Management to manage my money was easy. I interviewed 3 different Financial Services Firms and Charisse at Zinnia was someone I could relate to. She has a passion for her business and a genuine sincerity in the way she presented her plans for my Financial Success. In addition to that she is an Elite athlete and knows how to compete.That is a person I want in my Corner!!!
Frank Witmer
Jun 24, 2019
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My wife contacted Zinnia to set an appointment with Charisse and was told she could not meet for 17 days. When we arrived we were told Charisse could not meet but an assistant would meet with us. Charisse didn’t have the professional courtesy to contact us to reschedule our appointment. Charisse had sold my wife an annuity with Security Benefit and had recommended the money be split between two funds, neither of which allowed any changes in the first five years. One of the funds Charisse selected was a 5 yr Annuity Linked TVI FUND . This fund is based on future contracts bought and sold on a
Booboolaru
Jan 15, 2018
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It has been nearly 2 years since my wife and I attended a luncheon seminar given by Charisse and Shawn. We had been to a few of these in the past given by other individuals and this one was very different. In the past we left these seminars with a feeling that we were being pressured to make decisions that we were not ready to make at that time. The speakers always wanted forms filled out and contact information to reach you for follow up and more information than we wanted to share at that time. With Charisse it was very different. The atmosphere was very relaxed and there was no pressure what
C. E. Filip
Nov 01, 2017
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I was introduced to Charisse as a financial planner though friends. I was particularly impressed with her careful review of my financial wants and needs. She followed that with a knowledgeable, thoughtful and totally non-pressure presentation of services she could offer me.
Two years ago I purchased a long-term-health/life insurance annuity from her, and am now looking forward working with her again. In any transaction, trust is a big factor, and for me, she meets factor that in spades.
Two years ago I purchased a long-term-health/life insurance annuity from her, and am now looking forward working with her again. In any transaction, trust is a big factor, and for me, she meets factor that in spades.
