We focus on retirement and income planning strategies for estate conservation. Investment Advisory Services are offered through Zinnia Wealth Advisory, LLC a registered investment adviser. Zinnia Wealth Advisory, LLC and Zinnia Wealth Management, LLC are separate entities. Insurance products and services are offered and sold through Zinnia Wealth Management, LLC. Zinnia Wealth Advisory, LLC is a r
egistered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. We are not endorsed by or affiliated with the Social Security Administration, or any U.S. Medicare rules are subject to change at any time. We are not endorsed by or affiliated with Medicare. Tax and legal information provided on our page is general in nature and should not be relied upon as tax or legal advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax and pension rules are subject to change at any time. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts. Visitor posts must refrain from recommending specific investments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to [email protected]
