Skip to main content

Let Us Guide You On How To

Comprehensive Credentialed Transparent
Proudly serving the financial needs of Business Owners, High-Net-Worth Individuals, Pre & Post Retirees, & More

Why Choose Zeniki

We’re Different by Design
We’re Fairly Priced
We’re Ethical
We’re Accountable
We’re Credentialed
Years of Experience
Fee Only
Account Access

Contact Us

If You’re aBusiness Owner
  • That wants to minimize taxes on your business sale.
  • That wants further visibility into the cash flows of your business.
  • That needs an independent valuation of your business.
  • That needs help drafting an operating agreement for your newly formed business.
If You’re aHigh-Net-Worth Individual
  • That wants to minimize estate taxes to preserve your wealth.
  • That wants to know which type of trust is best to meet your unique objectives.
  • That wants greater access to alternative investments.
  • That needs robust investment reporting to capture your entire wealth.
If You’re a Retiree
  • Who needs help drafting your will and trust documents.
  • That is frustrated with high investment fees eating into your retirement funds.
  • That is concerned about out living your nest egg.
  • That wants to optimize your social security benefits.
If You’re a Pre-Retiree
  • Who needs a financial plan to guide you towards early retirement.
  • Who isn’t sure about the best way to save for your child’s education.
  • That needs a second opinion about the allocation of your investment portfolio.