Retirement Plan Design for Profitable Owner-Led Businesses
We work with business owners to reduce taxes, build wealth, and use retirement plans strategically, not administratively.
Why Zen financial
100% Independent & Fiduciary
We don’t work for a broker-dealer. We don’t earn commissions. We’re legally obligated to act in your best interest — and we wouldn’t have it any other way. When you work with Zen Financial, our only agenda is yours.
System, Not a Guess
We’ve built a disciplined investment management system with defined trigger points for every market condition. When markets decline, we have a playbook. When markets surge, we have a playbook. We don’t react emotionally — we execute a proven process.
Scalable Portfolios That Grow With You
Whether you're at the height of your earning years or well into building your wealth, our portfolio system is built to scale. Start with our foundational strategies and graduate into more advanced solutions as your assets grow. You don't outgrow Zen — Zen grows with you.
Proactive Communication
Our investment management system includes a built-in communication framework that keeps you informed at every stage of the market cycle — not just when things go wrong, but when things go right, too.