Zinnia Wealth Management – The Villages

Zinnia Wealth Management - The Villages is a wealth management firm in Wildwood, FL. The firm provides financial planning for everyone, specializing in income planning, investment strategies, Social Security maximization, legacy planning, and estate planning. Serving clients across Florida, including Ocala and Gainesville, the firm offers a variety of specialized services such as tax planning and management, guaranteed income, and investment and risk management.

The firm utilizes a holistic retirement planning approach that extends beyond simple money management to include lifestyle considerations, healthcare needs, and tax and legacy planning. Their methodology involves a deep dive into a client's financial situation, aspirations, and concerns to identify potential obstacles. The team conducts thorough examinations of income sources, investment portfolios, insurance coverage, and estate plans to uncover opportunities for optimization. Led by CEO and Financial Planner Charisse Rivers, who has over 20 years of experience, the team includes professionals such as Paul Autodore, a financial planner with extensive experience in insurance, health, and variable annuities. The firm focuses on four essential retirement planning strategies: protecting healthcare, ensuring financial security, planning estates, and preserving freedom of choice.

The business maintains a well-optimized website that search engines read cleanly, ensuring their information is easily accessible.

Zinnia Wealth Management - The Villages is dedicated to helping clients live by design through personalized financial strategies and comprehensive retirement planning in Wildwood, FL.