Health Life Retirement
Securing Your Family’s Future
At Zion Financial Group, we're here to help you secure your future with expert estate planning, life insurance, and health insurance guidance.
Cash Flow/Retirement Counsel
Provide a detailed plan and expert advice that equips a client to efficiently and effectively achieve their goals..
Risk Management
Evaluate insurance needs, amount, type, and duration based on a client’s goals.
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Estate Planning/Counsel
Assist clients, executor, and/or trustee in estate plan decision-making or design. You’ll have access to our attorney to ensure your wishes will be executed upon your passing.
Benjamin Smith is the Founder and CEO of Zion Financial Group. He has a passion for helping individuals and families achieve their financial goals.
As a trusted advisor, Benjamin takes a personalized approach to each client, taking the time to understand their unique financial situation, and goals. He believes in building long-term relationships based on trust, integrity, and transparency.
Benjamin is committed to staying up-to-date with the latest investment strategies to provide his clients with sound advice and guidance. Whether it's creating a comprehensive financial plan, or selecting the right insurance coverage, Benjamin is dedicated to helping his clients navigate the complexities of the financial world with confidence.
Outside of his professional life, Benjamin enjoys spending time with his family, traveling, and staying active in his community. He is known for his commitment to excellence, attention to detail, and unwavering dedication to helping his clients secure their financial future.
Our financial planning process is simple…
After you have reviewed our site, contact us to arrange an introductory phone call to briefly discuss your financial planning needs and schedule a no obligation initial meeting (virtual or in-person).
In the initial meeting, we will answer your questions and gather sufficient information that will help us advise you.
Once you’ve engaged our services, we will gather any additional data, perform an in-depth analysis of your current financial situation, and develop a written plan that fits your individualized objectives and risk tolerance.
At our presentation meeting, we will review our recommendations with you in detail and answer any questions you might have. We may also present alternate scenarios and show the financial impact of various decisions.
Once your plan is finalized, you will have everything you need to act on our recommendations or engage our Client Service Team to help implement your plan if you desire.
Most clients continue to engage our services for regular review meetings and to answer questions as they arise or life circumstances change.
Let’s work together.
ben@zionfinancialgrp.com
(937)308.5323
1990 Main St. Ste 750
Sarasota, FL 34236