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 ValMark 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 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. Fee-Based Planning offered through Zenith Enterprises, Inc, a state of CA Registered Investment Advisor. Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through ValMark Securities, Inc. Member FINRA, SIPC 130 Springside Drv, Ste 300 Akron, OH 44333; 800-765-5201 www.FINRA.org Chapman Financial Group, Chapman Business Advisory Services, Zenith Enterprises, Inc. and Chapman Insurance Services are separate entities from ValMark Advisers, Inc. and ValMark Securities, Inc.

Any tax advice contained herein is of a general nature and is not intended for public dissemination.
Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein.
This advice is being provided solely as an incidental service to our business as
(insurance professionals, financial planner, investment advisor securities broker.)

 

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

FOOTNOTE: ** Registered representatives offer securities through ValMark Securities, Inc. member of FINRA & SIPC. The Chapman Financial Group is not affiliated with ValMark Securities.