Scott A. Ziegelmeier (Ziggy), MBA, LUTCF®, CLTC, Financial Adviser, CA Insurance License #0D43186Our CommitmentClarity. Confidence. Freedom.Ziggy Financial advises people on how to simplify, strategize and personalize their financial lives, investments, and legacy. Our commitment is to provide a high level of individualized service, access to world class investment and insurance solutions accompanied with professional advice. TruthOur focus is on helping you, your family, and your business. SimplicityWe believe in keeping things simple and will strive to provide you with practical and effective solutions. CommitmentWe do what we say we will do and will be there for you, now and in the future. Holistic PlanningWe explore and analyze your whole financial puzzle to empower you to make the best-informed decisions. FounderMeet Our Founder and PrincipalClientsWho We Serve Best
Services and SolutionsHow We Can HelpOur custom financial solutions help you protect the life you’ve built and create a secure, meaningful future. Whether you’re looking for a specific service or you need comprehensive support, we’ll work with you to identify the best resources to help you accomplish your goals.
Process Our Simple and Personalized ApproachYou are only a few steps away from your own personalized plan so You can Enjoy Today and Have Peace for Tomorrow. Step 1Schedule a VisitLet’s have a conversation to learn more about each other and to see if we are a good fit to move forward together in your planning process. Step 2Design MeetingWe will discuss your goals, dreams, and quality of life you want to achieve. We will then use our expert knowledge and solutions to start creating and matching the pieces of your financial puzzle together to achieve your financial goals. Step 3Implementation MeetingYou will receive your personalized financial strategy and we will start moving you closer to achieving your goals and dreams. Step 4Stay ConnectedThere are always new adventures in life and that is why we are always here for you to make adjustments and keep your strategy on track as life unfolds. |