Scott Ziegelmeier, also known as Ziggy, is the founder and principal of Ziggy Financial with an office located in Ladera Ranch, CA and servicing clients locally as well as nationally. He has been helping clients with their financial needs since 2002 with his expertise in financial, investment and insurance planning. He works with a variety of clients, including corporate executives, small business owners, professionals, and young families, with a focus on retirement planning. Personally, he is married to his wonderful wife Kim, and they reside in Ladera Ranch, CA with their two beautiful daughters, Jordan, and Brooke. Ziggy loves being active, spending time with his family, going to the beach, hiking the local trails, golfing, and practicing hot yoga.
Scott Ziegelmeier brings the strength of New York Life’s Advance Planning Group (APG) to his clients as a complimentary service. The APG is a team of over 30 professionals with specialized expertise in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of business planning, protection objectives and wealth strategies for our clients. The Advanced Planning Group is called to action to advise on hundreds of businesses and estate plans each year; and that means Scott A. Ziegelmeier (Ziggy), MBA, LUTCF®, CLTC can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Scott Ziegelmeier is proud to be affiliated with the New York Life Insurance Company since 2002. New York Life and its wholly owned subsidiaries provide life insurance, annuities, and long-term care insurance. New York Life is one of the largest mutual life insurance companies in the United States and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (AAA), and Standard & Poor's (AA+). Individual independent rating agency commentary as of A.M. Best A++(as of 9/14/22), Fitch Ratings AAA (as of 10/18/22), Moody’s Aaa (as of 6/14/22), and Standard & Poor’s AA+(as of 7/29/22).
For over 175 years, New York Life has been The Company You Keep!
Through Eagle Strategies, Scott Ziegelmeier provides fee-based financial planning, investment advisory services, and access to institutional investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as a "Registered Investment Adviser" and is an indirect, wholly owned subsidiary of the AAA-Rated New York Life Insurance Company.
Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income insurance, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with more comprehensive solutions to suit their individual needs.
Financial peace of mind comes to each person in a different way. Whether you’re coming to us with a specific need in mind, or you need help determining your next steps, we’re here to guide you through the process. Each person and family we work with has a unique set of values, needs, and goals for their financial future, and we are committed to helping our clients discover the best strategies and resources to support your big-picture goals. We’ll get to know you and your family and help you determine the best way to enjoy your life now as you prepare for a sound future. From there, we’ll make sure you’re equipped with the exact tools you need for financial clarity and confidence.
Establishing a strong financial foundation for your business is about more than monitoring cash flow and meeting quarterly goals. Many have to consider how to recruit and maintain top employees, protect the company, and create a succession strategy for the future. We’ll analyze where your business is now and talk about where you’d like to be in the future, both personally and professionally, so we have a clear picture of all your needs and goals. In that process, we will help you identify potential gaps and areas of improvement, then guide you in finding the right solutions to support the success of your business and your future.
With substantial success often comes a more complicated financial picture. As you acquire more assets and your wealth increases, it’s even more important that you understand your portfolio and the risks you face in your business and personal life. We understand the challenges of your busy lifestyle, which is why we take the time to get to know you and review your entire financial picture—then, once we have an idea of your values, goals, assets, and opportunities, we’ll help you establish strong habits and outline objectives that make it simple to stay on track without overwhelming your time.
