The Retire Zenith™ Framework

Private wealth management process

A process unique to Zenith

The Retire Zenith™ Framework is a process unique to Zenith where families undergo a friendly yet extensive review of their current financial situation and ultimate purpose for their money in retirement. This process results in families receiving an investment plan and advanced plan that aims to address all areas of their financial life.

1. Discovery

This is the phase when we want to learn a lot more about you, your family and your financial vision. This includes your current circumstances, your requirements and your hopes, dreams and concerns. This process enables us to align all parts of the financial plan with your most deeply held values. Additionally, we’ll learn about your current financial team.

2. Analysis

We analyze your current financial situation to check for suitability, appropriateness and ultimately if your current plan is based on best practices. This includes a tax, fee, investment, risk and estate analysis.

3. Investment Plan

Once we have gathered all of the facts, we will develop a comprehensive financial strategy based on best practices that is custom-tailored to your current situation, values, needs and risk tolerance. We’ll ask you to go home and review the plan.

4. Mutual Commitment

This is the step when we make the agreement to work together and begin implementing the investment plan. Any revisions can be made at this time.

5. Advanced Plan

At this time, we will bring your case to our mastermind group of CPAs, attorneys, life insurance experts and Medicare/long-term care specialists to look for opportunities and collaborate on an advanced plan for you. Upon completion, you’ll be presented with the advanced plan.

Take the First Step Today

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.

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