Welcome to Z to A Financial. We believe that securing your future takes more than just crunching numbers — it requires a creative yet disciplined approach to match the right strategies with your unique life goals. In short, our role as your financial consultant is to help you align your hard-earned assets with the future you envision.  

What We Do: Financial Advisor Focused on You

With thousands of financial vehicles available, our job is to identify financial solutions that align with your goals and priorities. We take a holistic, protection-first approach to your financial future. Instead of looking at a single 401(k), retirement plan, life insurance policy, or investment account in isolation, we review your entire financial landscape. We seek to develop recommendations that work in harmony to support your long-term goals. 

Our team focuses on building genuine, lasting connections with you and your family to understand your entire picture. Whether you are just starting your journey or protecting a lifelong legacy, we are here to provide education and guidance, helping you understand your options and make informed financial decisions.

Our Core Specialities

• Comprehensive Financial Planning: We build cohesive, big-picture strategies that align with your specific goals. We make sure our recommendations never contradict the plans you already have in place.

• Retirement Income Strategies: We help you map out a sustainable, reliable path for your retirement years. We focus on protecting your wealth while creating a steady income stream designed to provide a reliable source of income throughout retirement.

• Estate Planning: We safeguard what matters most to you and your family. We work with you to secure your legacy and provide peace of mind for the next generation.

• Protection-First Planning: We help you use life insurance and long-term care insurance as part of a broader financial strategy to provide security and peace of mind. With the right coverage in place, you can help protect your loved ones financially in the event of unexpected circumstances.

• Business Solutions: We help business owners navigate the financial complexities of running and growing a successful business. From employee benefits to succession planning, we create solutions designed to protect what you’ve worked hard to build.

Who We Are: Partners on Your Financial Journey

Our team of professionals at Z to A Financial, led by our Founder & Principal, Zachariah Robinson, ChFC^®, CLU^®, RICP^®,  care deeply about the impact our services have on your state of mind and future security. We do not take this work lightly; in fact, we go the extra mile to research and craft unique solutions that align as closely as possible to your long-term financial goals. Founded with connection and creativity at the forefront, Z to A Financial is dedicated to supporting your needs, educating you about your options, and delivering a plan that grows with you — and is adaptable to any unexpected obstacle you may face along your journey.

Meet Zach

Zach started Z to A Financial with a uniquely creative perspective. Following a 25-year career as a theatre director, producer, and actor, he transitioned to financial services with a clear mission: to make a life-changing, positive impact on the people he serves. Combining his artistic problem-solving skills with advanced industry knowledge, Zach delivers a holistic, protection-first planning philosophy as a financial consultant. Every effort Zach makes is driven by his desire to build true partnerships. In turn, success for Zach means providing you with education about your options and building strategies designed to help clients make informed financial decisions with greater confidence.

Why Work with Us

At Z to A Financial, our team of professionals is here to help you meet your unique financial goals and secure the future of your assets throughout your legacy, based fully on your objectives. Doing so wouldn’t be possible without forming meaningful, personal connections with you and your family. It’s our goal to understand all the details of your financial picture, as well as all the ways you want to disperse your life-long earnings for your retirement and generations beyond your time. 

With this understanding, we will use every resource at our disposal, coupled with our areas of focus and creativity, to guide you through the available vehicles to transport your assets accordingly. Our process is designed to help you evaluate strategies that support your retirement objectives and have the peace of mind that your legacy will live on your terms. 

Let’s Get Started

No matter where you are in life, we're here to help you make informed financial decisions with clarity and purpose. Our process is designed to align your resources, priorities, and future plans into a thoughtful path forward.