Scott A. Ziegelmeier (Ziggy), MBA, LUTCF®, CLTC, Financial Adviser, CA Insurance License #0D43186

Live Life Confidently

Personal Financial Guidance so You Can Enjoy
Today and Have Peace for Tomorrow

Our 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.

Truth

We are fiduciaries, 100% of the time. Our focus is on helping you, your family, and your business.

Simplicity

We believe in keeping things simple and will strive to provide you with practical and effective solutions.

Commitment

We do what we say we will do and will be there for you, now and in the future.

Holistic Planning

We explore and analyze your whole financial puzzle to empower you to make the best-informed decisions.

FounderMeet Our Founder
and Principal

Scott A. Ziegelmeier (Ziggy) MBA, LUTCF®, CLTC® Headshot

Scott “Ziggy” Ziegelmeier
MBA, LUTCF®, CLTC®

Founder

About Ziggy

ClientsWho We Serve Best

Services and SolutionsHow We Can Help

Our 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.

  • Financial Planning

  • Wealth Management

  • Retirement Strategies

  • 401(k) and IRA Set-up & Rollovers

  • Life Insurance

  • Long Term Care Insurance

  • Social Security Maximization

  • Annuities & Personal Pensions

Process Our Simple and Personalized Approach

You are only a few steps away from your own personalized plan so You can Enjoy Today and Have Peace for Tomorrow.

Step 1Schedule a Visit

Let’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 Meeting

We 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 Meeting

You will receive your personalized financial strategy and we will start moving you closer to achieving your goals and dreams.

Step 4Stay Connected

There 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.

Resources Our Strategic Alliances

Eagle Strategies LLC

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New York Life

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Advanced Planning Group

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Ash Brokerage

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Newsletters

  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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