Choosing a financial advisor is one of the most important decisions you will make. So, it’s critical to look beyond slick sales pitches and insist on substance. Every consumer should demand not just experience and expertise from their advisor, but also proof that they’re on your side.
“We don’t settle for anything less than excellence.”
At Zion Financial Planning, LLC, we:
- Encourage you to save more to avoid emotional buying
- Remind you to invest smartly for your long-term wealth accumulation
- Prepare for your financial future
- Customize to your financial needs, goals and values
- Take long-term approach to protect your wealth
- Serve as your financial and behavior coach
- Are Independent, Fee-Based, Comprehensive, Fiduciary and Goal-Based
- Qualify as CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent for tax advice
- Position ourselves as Client-First Structure
Expertise
People can claim to be a financial adviser or a financial planner, even those who lack the most basic credentials. At Zion Financial Planning, LLC, we’re proud to be one of the qualified professionals. Our founder Wen-Liang Huang holds the CERTIFIED FINANCIAL PLANNER™ credential from the CFP® Board of Standards. The CFP® is earned through rigorous training and exams covering everything from budgeting to investing to estate planning, etc. Wen has the unique ability to explain the most complicated financial concepts in easy-to-understand terms, which helps clients feel confident and empowered as they make smart decisions to achieve their financial goals.
Teamwork
Your financial future is much more than investments and investment management. Zion creates comprehensive, multi-dimensional financial plans that encompass our clients’ full range of short-term and long-term financial needs. We could partner closely with clients’ CPAs, attorneys and other subject matter experts while our clients are held accountable to fully implement the plan for their success. We don’t earn additional fees from coordinating with these experts — we consider it part of our responsibility and services to our clients.