Broker Check

Annie Mussoni Morrison 
(443) 468-3280
annie@zumafinancial.com

Vickie L. Leese
(410) 751-5075
vickie@zumafinancial.com


Working from my happy place to get clients to theirs...

Is Tax Reform on the Agenda? It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to Zuma Financial Advisors!

Think about your dreams as a child.  Did you want to be an engineer or a teacher?  Did that change to become an businessperson, health care provider, attorney?  Did caring for family, getting an education, health or other aspects of life alter your destination?  Life does happen doesn’t it.  We, in the meantime, still dream of vacations, education for the next generation, retirement with fewer financial stressors.  

The point is to focus on dreams and goals.  

At Zuma Financial Advisors, we listen to and plan with clients to uncover and envision dreams and goals, build savings strategies during everyday life towards pursuing those goals.  Personally, Zuma Beach in Malibu, California is my “Happy Place; a beautiful, peaceful setting we look forward to spending more time.  Therefore, as part of my monthly budget, I set aside savings each month for vacations with my family as we did recently.  The memories and realization of a goal set and achieved are priceless treasures.

We believe in practicing what we preach to deliver our mission.  Vickie and I have found with vision and commitment to implementing strategies, one can pursue great things.  For our clients, it may be a home or car purchase, a family education plan, understanding income choices throughout retirement, together we dream, discuss, and consider a variety of things, making it fun to strategize for the future!  

Our mission is to sit on the couch in a client’s new home, look out the window and smile. Or help to pay off an education loan, recognizing that the payment can go towards savings for another goal.

Paying it forward has been and will continue to be powerful.

Helpful Content

Exit Strategies of the Rich and Famous

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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