These are the pieces of your family's financial puzzle - but putting them all together can cause overwhelming confusion. Without an estate plan and the right insurance, your family could be irreversibly damaged if you're gone. If you're not investing the right amounts in the right accounts, you're flushing money down the drain.
This stuff isn't easy, and figuring it out yourself throws away precious time that could be spent with your family. You'll invest the right amounts in the right accounts, ensuring your money works as hard as you do. And that's why I'm here. When you work with Financial Zen, you get a team of financial professionals with over 20 years of collective experience.
This stuff isn't easy, and figuring it out yourself throws away precious time that could be spent with your family. You'll invest the right amounts in the right accounts, ensuring your money works as hard as you do. And that's why I'm here. When you work with Financial Zen, you get a team of financial professionals with over 20 years of collective experience.
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With over 11 years under our belts, we've seen it all when it comes to personal finance. And we've found we can have the biggest impact at the earliest stages of a family's financial journey. You had to study algebra and history and biology. But you didn't have to learn how to balance a checkbook. Or how taxes work.
Reviews (3)
Julie Erickson
Dec 14, 2021
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Rick and his team at The Financial Zen Group are not only great financial advisors but also great people who genuinely care about their clients. Rick helped us get all of our finances in order, set up kids' college funds, mapped out plans for retirement, and is putting our money to work through investments. He works tirelessly to help and educate his clients and is very responsive whenever we have questions. He takes the time to truly understand our personal circumstances in order to be able to provide the best advice. We trust and feel very comfortable with Rick handling our money.
Zachary Popkess
Oct 23, 2021
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The Financial Zen team has been wonderful.
Getting our financial house in order was much more than money. For us, It is better connectedness of life goals to financial goals, it is safe guarding our children and loved ones and most importantly building a path - or better yet - a "why" to our financial journey. The end path does indeed shine light on the means, and in a weird way provides calm to the storm.
Thanks for all you are doing, FZ Team
Getting our financial house in order was much more than money. For us, It is better connectedness of life goals to financial goals, it is safe guarding our children and loved ones and most importantly building a path - or better yet - a "why" to our financial journey. The end path does indeed shine light on the means, and in a weird way provides calm to the storm.
Thanks for all you are doing, FZ Team
Daniel Arreguin
Oct 23, 2021
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The team at Financial Zen have the "X Factor" in all that they do for me. It is truly a deep pleasure to work with Rick and Chantal because their vision and paradigm about personal finance is beyond the layman's perspective of most people, but specifically myself, which is one of the most satisfying reasons I choose to work with their fantastic team - to help me reach my ultimate goal of "Financial Zen".
Thank you Rick & Chantal for all the impressive work you do for me and your clients!
Thank you Rick & Chantal for all the impressive work you do for me and your clients!
