Our Services

Unconscious incompetence happens to everyone. You don’t know what you don’t know. – Tom Hopkins

At Zion Financial Planning, our services include:

    1. Comprehensive Financial Planning Service  – values and goal based planning to help you attain your financial objectives.
    2. Investment Management Service – protect capital while participating in market appreciation using a disciplined approach that rewards patience.
    3. Retirement Planning for Businesses – consulting to help you meet legal responsibilities under ERISA [Employee Retirement Income Security Act].
    4. Life Insurance Planning – consulting to help you planning for managing risk and potential benefits for retirement income, long-term care needs, and even estate wealth transfer etc.
    5. Tax Preparation & IRS Representation –  Wen is an Enrolled Agent (EA), the highest credential a tax professional can earn from the IRS and a designation recognizing Wen as one of “America’s Tax Experts.” EAs are the only federally licensed tax preparers who also have unlimited rights to represent taxpayers before the IRS. Click here for more information on Wen’s tax preparation and IRS representation services.