Mission Statement

Zion Capital, LLC, is a fee-only financial planning firm that specializes in financial independence, retirement planning, and wealth accumulation. We pride ourselves in leveraging leading market data and professional relationships to provide our clients the most competitive strategies available to them.

Fee-Only Advisory Services

Through Zion Capital, LLC, a Registered Investment Advisor, we offer clients fee-only advisory services.  An ADV form is available for your review upon request.

Retirement / Wealth Accumulation Planning:

We assist clients in identifying winning and losing strategies based on their desires and show clients how not to transfer their wealth to financial institutions, especially Uncle Sam. We also educate clients in the development of various qualified and non-qualified plans that are available given their situation.

Pension / Retirement Distribution Planning:

We assist clients with their qualified 401K/pensions/individual retirement accounts by educating them with ways to avoid the tax traps that many advisors are not aware of. As retirement distribution specialists, we counsel clients in the process of preserving, growing, and transferring, in many cases, the largest asset in their financial world.  We assist attorneys, CPAs, and their clients with these multi-generational, wealth-building strategies.

Business and Entity Planning:

We assist clients in Business and Entity Planning by uniquely educating them in the design of their own asset management, distribution strategies and provisions.  We help clients understand their entity structure and work with a sophisticated team of CPAs and Tax Attorneys to create an entity structure around the client’s needs.

Asset Management:

We assist clients in the asset/investment management process by educating them in the balancing act of risk/reward associated with various investment strategies.  We guide clients through multiple subjective investment questionnaires to formulate their unique investment objective statements.  These reports become a scientific road map to successful investing through diversification of investment strategies.

We offer a full range of investment, retirement and insurance services and products:

(IRAs, 401(k)s, Profit Sharing Plans, etc.) and products through Pershing, LLC.  We offer professional, fee-only money management services.  This includes stocks, bonds, mutual funds, annuities, REIT’s, insurance, and investment planning.

Twelve Areas of Estate Planning

  • Settlement
  • Cost
  • Money Management & Asset Administration
  • Guardianship
  • Distribution
  • Estate Freeze
  • Asset Allocation and Conservation
  • Asset Protection
  • Social Capital
  • Long Term Care
  • Family Office, Business Continuation & Legacy Plan
  • Retirement Distribution Strategies