Zenith Retirement Planning
Why pick this one
Zenith Retirement Planning coordinates investment management with tax, estate, healthcare, and charitable strategies for retirees with often $500,000 or more saved.
Best for
- Retired individuals and couples with $500,000 or more saved
- Retirement planning that includes tax, estate, healthcare, and charitable strategies
- Charitably inclined individuals seeking giving strategies
- Small business owners and investors needing business strategies
- Families seeking coordination with banking, insurance, caregiving, and bookkeeping specialists
Specialties
- retirement goal-setting
- tax strategy
- estate strategy
- healthcare planning
- charitable giving strategies
- investment management
- risk management
What makes them different
- Serves retired individuals and couples who often have $500,000 or more saved
- Coordinates tax, estate, healthcare, and charitable strategies with investment management
- Provides ongoing guidance, regular reviews, and proactive communication
- Offers access to banking, insurance, caregiving, and bookkeeping specialists
- Supports small business owners and investors through business strategies
Distilled from this business's own website.
Contact & Location
- Address
- 50101 Governors Dr, Chapel Hill, NC 27517
- Phone
- 9193600160
- Website
- https://zenithretirement.com/
- robert@zenithretirement.com
Services
- wealth management
- retirement planning
- tax management
- estate planning support
- business strategies
- risk management
- investment management