“Zenith Retirement” and “Zenith Retirement Planning” are trade names registered to Zenith Retirement Planning, LLC, a North Carolina limited liability company that is independently owned and operated by Robert C. Martin. Zenith Retirement is not licensed to sell/provide insurance sales/services in North Carolina. All insurance related products and services are offered individually by Mr. Martin in his capacity as a licensed insurance agent utilizing the aforementioned trade names for marketing purposes.
Zenith Retirement is not a registered investment advisor and does not provide any investment advisory services. All investment advisory services are offered by Mr. Martin in his capacity as an investment advisor representative of Bison Wealth, LLC (“Bison Wealth”), an independent investment advisor firm registered with the United States Securities and Exchange Commission (CRD No. 299805) and notice filed as such in North Carolina. Bison Wealth’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov. Zenith Retirement is not affiliated with Bison Wealth but is merely used as trade name in North Carolina through which Mr. Martin conducts his investment advisory business on behalf of Bison.
The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Neither Zenith Retirement nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
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