Meet Zakiyyah Austin
I began my career as a life insurance agent in 2014. I learned early on that I loved helping people make hard financial decisions. Holistic planning and engaging in deep conversations is my process to making sure I understand the needs and goals of each client.
Over the years, I advanced my knowledge and added additional licenses to allow myself to fully help my clients, family, and, friends. My true passion lies in working with individuals, corporate leaders, and established entrepreneurs to reach financial goals based on their unique situations. Preservation, growth, and diversification of portfolios are my specialties. Knowing what's most important to my clients creates our roadmap to successful financial planning. It doesn't matter how big or small you start the key is to...START! I'm happy to help; call or email me to begin.
Insurance and benefits can be complicated, we can help.
Solutions from consulting through management.
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Case Studies on how we help clients like you.
Explore our case studies to see how we are helping clients control costs and increase employee satisfaction.keyboard_arrow_rightLearn More
Compliance bulletins to simplify complex topics.
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If you are a business owner with 100 or more employees at the beginning of a plan year, you may be required to file an annual report with the Department of Labor/IRS. This “Form 5500” contains information about the plan and includes disclosure of all commissions and fees received by those who provide services to insured plans. Failure to file these forms by the required deadlines could result in substantial penalties.