Wealth Management Services

‘Those who do not learn history are doomed to repeat it.’ – George Santayana

At Zion Financial Planning our wealth management aims to help clients achieve their financial goals employing diversified asset allocation, risk management and investment strategies

Principal and income from reinvesting, dividends, capital gains, etc. combine to provide monthly distributions for your financial goals.

Successful wealth management can play a significant part in helping you to achieve your financial goals. At Zion Financial Planning, our approach focuses on protecting your capital while participating in market appreciation. We rely on a disciplined, evidence-based approach that filters out “noise” in the markets and the media and rewards patience.

Your financial plan includes an Investment Policy Statement, which helps to provide the basis for your investment portfolio. Each portfolio is customized based on the client’s unique goals, time horizon and comfort level with risk. And each is diversified in order to achieve the greatest potential return with the lowest volatility.

Once your portfolio is designed, we select the best managers for each asset category. Our selection criteria include historical performance, cost, and investment approach.

Finally, we monitor your portfolio and report back to you on a regular basis. We show your progress toward goals, we evaluate your managers’ performance, and we make changes as necessary. Our clients can count on our investment stewardship, clear communication, and our commitment to helping them achieve their investment goals.