About Us
Zinnia Wealth Management provides holistic retirement planning and financial services from its locations in Florida. The firm uses a personalized approach that includes analyzing income sources, investment portfolios, insurance coverage, and estate plans to optimize financial health. The firm's services encompass tax minimization, guaranteed income strategies, and specialized real estate options like DST 1031. Founder Charisse Rivers also hosts the Retirement Coffee Talk podcast and radio show to provide financial education to the community.
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