Investment Planning

Take a look at the investment section of your local newspaper. If it's like most, you'll find thousands upon thousands of investment opportunities -- mutual funds, individual stocks and bonds, options, currencies, commodities. It's enough to make your head spin.

So how do you choose the investments that are right for you? How do you know your choices are the result of careful research instead of someone's biased opinion of what you should buy? How do you develop a well thought out investment plan for reaching your financial goals?

The answer is the Chapman Financial Group affiliate Zenith Enterprises Inc. (ZEI) a California registered investment advisor. We specialize in creating and preserving wealth. In a complex and confusing financial world, with a multitude of investment options, we help you operate under a sound investment strategy.

Our investment professionals:

  • review your current investment portfolio
  • develop realistic short and long term investment objectives,
  • consider time horizons for events like college, business transitions or retirement
  • assess your risk tolerance and liquidity needs, and
  • analyze potential investments to find those that yield the greatest return within your acceptable degree of risk.

Our fee based advisory division, Zenith Enterprises, Inc., * stands at the pinnacle of the financial services industry, offering only the highest quality products. Through Walnut Street Securities, Inc. ** - an independent broker/dealer, we carry investments that cover the complete risk/reward continuum. In short, we supply the expertise and products needed to protect your future, maximize income, and minimize taxation.

Investment Products and Services

Partnerships | Stock & Bond Mutual Funds | Annuities | Asset Allocation
Business Continuity Planning | Retirement Accounts | Risk Reduction Strategies

 


3868 State Street, Second Floor · Santa Barbara, CA 93105
Phone 805-682-5578 · Fax 805-569-5582
 
The representatives of Chapman Financial Group (CFG) are licensed to do business in AZ and/or CA (Lic. #0D11445, 0381549 ) for Insurance and AR, AZ, CA, CO, FL, HI, IA, ID, KS, MD, MI, MN, NJ, NM, NV, NY, OH, OR, PA, TX, VA, VT, WA, WI and WV for a securities business. Securities offered through Registered Representatives of Walnut Street Securities, Inc. (WSS), Member FINRA & SIPC. CFG and its divisions are not subsidiaries or affiliates of WSS. This communication may not be construed as a solicitation to buy or sell any security. Investment in any security involves risk, including the possible loss of principal. Offer of services under this announcement is exclusively and strictly limited to legal residents of the states listed above.

 

FOOTNOTE: *Zenith Enterprises is a registered investment advisory firm with the Department of California Corporations.

FOOTNOTE: ** Registered representatives offer securities through Walnut Street Securities (WSS), member of FINRA & SIPC. The Chapman Financial Group is not affiliated with WSS.