Opting-In to Financial Success

Opting-In to Financial Success Personal Financial Consultant
Personal Coach/Mentor
I am here to help you make a positive difference! How have life changes affected your plans?

We've been through such things too. How great would it be to have help getting back in balance and moving forward? Given your present situation, what are your options? We can help you explore possibilities, provide advice and coaching to help you decide what actions you will take, and walk with you step-by-step along the path you choose.

Recently participated in Lindbergh High School's Career Day. It was great sharing my career experience with the students...
11/15/2025

Recently participated in Lindbergh High School's Career Day. It was great sharing my career experience with the students, getting to know others doing the same, and acting the role of interviewer during the mock interviews. Thanks for inviting me, Koy Saechao !

November is Long Term Care (LTC) Awareness month. Here are some things we each need to consider:-Do you know what LTC is...
11/08/2025

November is Long Term Care (LTC) Awareness month. Here are some things we each need to consider:
-Do you know what LTC is and when it applies?
-Do you know ths differences among Short Term Disability insurance; Long Term Disability insurance and LTC?
-Which of these kinds of insurance do you own policies for?
-Who do you ask; who can help you review?
I am reviewing mine now. How about you?

With Transamerica for WFG – I'm on a streak! I've been a top fan for 8 months in a row. 🎉
05/12/2025

With Transamerica for WFG – I'm on a streak! I've been a top fan for 8 months in a row. 🎉

, How are you feeling about the recent decline in the stock market indexes? What if we could show you how to avoid dec...
03/12/2025

,
How are you feeling about the recent decline in the stock market indexes? What if we could show you how to avoid decline in the value of your investments while growing your gains? What if we could show you legal and ethical ways to pay only your fair share of taxes? Now is an excellent time to learn about beginning, growing, and protecting your financial future! Workshops and private, confidential financial foundation appointmenrs are available. Claim yours today.

, , I was talking with a young beauty queen about what her desired career might be. Of course her role is one of pu...
03/10/2025

, ,

I was talking with a young beauty queen about what her desired career might be. Of course her role is one of public relations as a representative of a key industry in her town. How does that become a career drive by passion for the work and the positive results it may bring to the world and people in one's sphere of influence? As an entrepreneur, building a business, I am looking for people who deeply, and enthusiastically engage to serve our clients well, and help keep them for life. How about you? Specifically I need such people in Kent/Auburn/SEATAC/Burien and Lynnwood/Edmunds/Bothell/Everett/Mukilteo. Not everyone will qualify. Message me here if this describes you. A special business overview is happening online this coming Wednesday at 7 pm. Seating is limited.

View of the Olympic mountains from the corner of 3rd Street and South Laurel in Port Angeles, WA. Am here for the week ...
03/08/2025

View of the Olympic mountains from the corner of 3rd Street and South Laurel in Port Angeles, WA. Am here for the week end at the homeshow. Connecting with great people like you. We're at the High School tomorrow and Sunday from 9 am to 4 pm Pacific Time. Let's connect!

02/28/2025

"An entrepreneur sees opportunities where others only see problems."

, , When was the last time you reviewed and updated your personal financial strategy plan? Some great reasons to do ...
02/26/2025

, ,
When was the last time you reviewed and updated your personal financial strategy plan? Some great reasons to do this:
- income change (increase or decrease)
- inflation/deflation impact
- births/deaths in your family
- home bought/sold
-started/bought/sold a business
- added/discharged employees
- changed employers
- pending retirement/retirement
- lost connection with your insurance/securities agent
Of course we're here to help. Yes! We're licensed and insured, and we're required to comply with the law.
https://agents.worldfinancialgroup.com/Gerald-Zion-C0J5S

Address

4525 164th Street SW EE304
Lynnwood, WA
98087

Opening Hours

Monday 9am - 10pm
Tuesday 9am - 10pm
Wednesday 9am - 10pm
Thursday 9am - 10pm
Friday 9am - 10pm
Saturday 9am - 10pm
Sunday 1pm - 10pm

Telephone

(360) 890-1860

Website

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