Jack Ziegler III, CFP®'s Linkedin Analytics

2.5 yrs ago I almost quit. I was diagnosed with cancer. And stressed out of my mind. Overwhelmed constantly. Unsure if I was on the path God called me to. I prayed and asked: “Jesus, if this cancer took my life, would you be proud of me” I needed to know. Am I living the life I’m called to. Is the struggle worth it. Will my life matter. Will my work help. He guided me so perfectly. “Jack yes I’m proud of you. Not because of what you’ve done or haven’t done but because of who you are. Nothing can take that away from you.” Then he led me to deeper mission. I felt convicted to serve Christian families. To help them be radically intentional. To lead families to deeper relationship w Jesus. To grow closer in their marriages. To live with purpose and mission. To pass down values to kids. And still through financial planning. How? I didn’t know. But I knew he’d make a way. Seeing this happening in real time is overwhelming. I know God called me to this mission. It wasn’t what I planned. But it’s where he led. Where you lead lord I will follow. Give me the strength to continue in every valley. God bless you, Jack 🙏

If you don't come from a healthy family Make sure a healthy family comes from you Replace healthy w/ any of the below values 👇 Holy Generous Wealthy Forgiving Loving Prudent Joyful! We can't control our circumstances, But we can choose each day to make a better tomorrow. Whatever we’ve been given, We have a responsibility to make better. Multiply the talents! Bless the next generation. How will you change for the better? What would you add? God bless you, Jack🙏

Average retirement savings: $141,542 Average time in prayer daily: 2 minutes Something doesn’t add up. Both of these are waaay off… We prepare our finances for decades. Yet minimal time preparing our hearts. Meet “Robert”, a client who arrived with perfect financials: - Debt-free. - Healthy 401(k). - Long-term care insurance secured. - Rental property - Pensions Six months into retirement, he sat in my office distressed. “I mastered earning and saving,” he confessed. “But no one taught me purpose beyond paycheck.” The wake-up call? According to Gallup research, only 27% of retirees report feeling “strongly purposeful” after leaving careers. Those who thrive don’t just retire FROM something. They retire TO something. A Transamerica Center study found: 45% of retirees struggle with loss of identity. 33% never discussed non-financial retirement planning. When Robert and I developed his Faithful Retirement Framework: Financial Confidence • Income needs met using floored approach • Healthcare projection funded (Avg. $315,000 per couple - Fidelity) • Risks of retirement secured. Faith Commitment • Ministry involvement plan • Spiritual disciplines strengthened • Mentorship relationships established Family Connection • Intentional grandparenting strategy • Legacy planning beyond assets The results? Stanford Center on Longevity research shows: • People with purpose live 7+ years longer • Experience 40% lower risk of cardiovascular events • Report significantly greater life satisfaction This is an opportunity to live your most meaningful chapter. Remember: God never calls His people to uselessness. There is no spiritual retirement. Need help building a retirement that honors God fully? Let’s talk. God bless you, Jack 🙏

Retirement accounts: $2.3M Retirement purpose: Undefined I met a client who had everything for retirement... Except a reason to retire. "I've saved all my life," he confessed. "But I have no idea what I'm saving FOR." His financial advisor had only asked: "How much do you need?" Never "What are you called to?" When the goal is heaven… Your financial plan should be different. Imagine reaching the summit... Only to realize you climbed the wrong mountain. The wake-up call? His pastor's simple question: "What if God has been preparing you for 40 years for what He wants you to do NEXT?" Those words haunted him for weeks. He came to me with new questions: Not "When can I stop working?" But "How can I start serving?" Together we created his Purpose-Driven Retirement Plan: Provision (Guaranteed income floor) - Strategic Social Security timing - Buffer assets for market volatility - Healthcare costs fully covered Purpose (Kingdom-focused vision) - Ministry involvement mapped out - Skills inventory for service - Mentorship opportunities identified - Charitable giving roadmap Passion (Joy-filled living) - Travel aligned with purpose - Family legacy experiences - Learning pursuits funded The results? More excitement than anxiety. More anticipation than dread. More impact than consumption. Retirement isn't about stopping work. It's about starting your greatest assignment. Need help discovering your retirement purpose? Let's talk. God bless you, Jack 🙏

🔴If the market goes down… I'm still praying everyday, building an intentional plan, saving aggressively and prioritizing my family/faith. 📈If the market goes up… I'm still praying everyday, building an intentional plan, saving aggressively and prioritizing my family/faith. That doesn’t mean I’m not proactive… Things I’ll take advantage of now: - Tax loss harvesting - Roth conversions - Investing more - Saving more - Building more Regardless of what the economy does I'm still taking responsibility for my life. Christ Reigns forever. Live intentionally. Always hope. 🙏🙏🙏

The wealthy ruler walked away sad. Not because Jesus wanted his money... But because Jesus wanted his heart. And called him to his potential. Your greatest asset isn’t what you’ve accumulated. It’s who you’re becoming. God made you for greatness, Leave comfort behind and follow him. You won’t become your best self accidentally. There’s a divine formula at work: 1. A challenging goal that feels beyond reach 2. A coach/ guide to walk with you 3. A community that knows your story 4. Accountability that refuses to let you settle Wealth often makes us forget this formula. It got us to this point but comfort is a dangerous temptress. Comfort becomes the counselor. Because, who challenges the blessed?! “As Iron sharpens iron, so does one man sharpen another” Your finances may be managed. But is your potential being maximized? Every biblical giant had someone in their corner: —> Moses had Jethro. —> David had Nathan. —> Timothy had Paul. Even Jesus gathered twelve. No one climbs higher alone. Truth is: —> Wealth can insulate you from necessary feedback —> Success can blind you to undeveloped potential —> Comfort can become the enemy of calling The wealthy ruler walked away sad. Not because Jesus wanted his money. But because Jesus wanted his heart. And called him to his potential. Your greatest asset isn’t what you’ve accumulated. It’s who you’re becoming. We help clients structure their lives for transformation: 1. Setting God-sized goals that require divine intervention 2. Provide a roadmap for impact beyond money 3. Uniting family w a common mission statement. 4. Establishing accountability that tracks progress. When was the last time you felt genuinely stretched? Let’s rediscover that together. Build radically intentional goals!! God bless you, Jack 🙏

I had a client ask recently: “Our number one goal is to raise holy and healthy kids. How do we financially plan for that?” We thought about it. Prayed about it. And asked: “What experiences, opportunities, lifestyle choices, will provide fertile ground for Christ to enter their lives?” We looked at general lifestyle for them: 1. Church and prayer habits. 💰: Work that makes space for this. 2. Spouse at home to raise the kids. 💰: planning for one income 3. Christian Education. 💰: definining necessary income to cover Christian school 4. Community: 💰Building a home to host, near church, near family, space for more family. Then we asked: What opportunities can we provide?: 1. Meaningful work 💰 Build small business kids can partake in. Match their savings. Match their giving. 2. Innovation 💰 Build family shark tank fund. Purchase real estate for college room and board. 3. First house 💰Helping with down payment on first house so they can start a family young. Lastly experiences: 1. Service 💰 Plan sabbatical to do mission work as a family one summer. 2. Prayer 💰 Fund for retreat, pilgrimage experiences 3. Adventure 💰 Family vacations travel hacked You can build a radically intentional plan for kids that embodies what you want for them. Most will ignore this and say it’s ‘impossible’or ‘too hard’ to know what they’ll need. True. But perfection isn’t the goal. We want to be directionally accurate. God bless you, Jack 🙏

When I started this business I was 21. How could a 21 yr old build a financial planning business? Blissful ignorance and excited passion to serve. My motto to myself… “I will care more than anyone else.” - May not have all the best answers at first. - Definitely not the smartest advisor at 21. - Not a ton of life experience yet. But I can care more than anyone else. I can love deeply. I can lead others to Jesus. _______ It wasn’t totally out of the blue… —> I had built, run, and sold a landscaping business with my brother prior to this. —> I studied finance and entrepreneurship at PSU. —> I’m a third generation financial professional. —> Come from a family of entrepreneurs. But it was all still terrifying! So many days I wanted to quit. Times I thought this is the end of this. Temptations to see the comfy 9-5s friends had. But I kept going. Thanks be to God! I wanted to build something my kids could be proud of. To impact generations in my family. To be extraordinarily generous in our church. To create something kids could be a part of. By his grace this is all becoming reality. If you’re thinking of building something, Just start. However small. Start. Make the investment. Build the product. Sell something. Post something. Begin. And surrender the outcome to God. Worst case? You grow. Become better. God bless you, Jack 🙏

He is risen! Jesus, you’ve been too good to me. Happy Easter from the Zieglers!

How to know if we’re a good fit: 1. Your relationship w Jesus is your top priority 2. You’d do anything for your family 3. See money as a tool for impact You want to: —> Build for generations —> Be intentional —> Be generous You’re tired of: —> Cookie cutter advice —> Shallow relationship w advisor —> Only talking insurance and/or investments You’re NOT trying to: —> Build wealth for its own sake —> Live a life of total luxury —> Avoid kids or family You have… —> Saved well —> Done good things —> For good reasons But know there’s more. My specialty is NOT: —> An age —> An occupation —> An industry My Specialty IS: —> A family —> A Christian —> An intentional steward I chose this because your age, occupation and industry will change throughout your life. BUT Your family, faith, and values will stay with you. I want to be an expert in YOU! —> NOT just your life stage. If you’ve thought about reaching out, But you’re looking for a sign And not sure we’d fit. If this resonates with you, This is that sign. God bless you, Jack 🙏

Our faith is meant to be a lifestyle. 7 essential Christian money mindsets: 1. Think w/ an eternal perspective 2. Remember your family is generational 3. Make decisions out of an abundance of love 4. All is a gift from God, we are stewards 5. God is never outdone in generosity 6. Impact abundantly 7. Money is a tool _______ The invisible is the most real. Time we start acting like it. -> I can’t touch love but I know what it feels like. - > I can’t see faith but I know what it looks like. -> I can’t hear Gods voice but I know what it sounds like. _______ Christians, when building a financial plan… DON’T ignore your faith. Let Gods plan, INFORM your plan. _________ The types of tools we use don’t always change. How we use them certainly does. What is your financial trajectory? God bless you, Jack 🙏 PS. Interested in letting your faith inform your finances? Smash the “follow” button!

The “typical” life path kids learn: - Go to college and wrack up debt - Get the same 9-5 as everyone else - Delay marriage and family life - Chase a lifestyle you can’t afford - Avoid religion All yielding the ‘wonderful’ fruits of: - High debt - High Stress - High loneliness - Low purpose - Low meaning NO THANK YOU! What if Instead we taught kids to: - Get married “too soon” - Have kids before you can “afford to” - Chase dreams that are “impossible” - Build for multiple generations - Gave your life to God - Live a life for mission Standing out is not so difficult nowadays… Work hard. Have a mission. Start a family. Build a life for them. Have faith. Pray. Love selflessly. Why is this going against the grain… ? Because most people settle for mediocrity. But you dont have to. You can create legacy. You're created with purpose and mission. Be bold and courageous. Make it matter. I don’t want a typical life. I want a RADICALLY intentional life. God bless you, Jack 🙏

Sometimes God opens the door only after we stop struggling to push it open. It’s often after we surrender. After we let go. That He enters. This week I invite you to let go. Let go of the anxiety about the future. Let go of the hurt from the past. Let go of the need to be perfect. Surrender your endless work to God. Surrender your exhaustion to Jesus. Surrender your finances to Him. Then sit in the silence. And listen. Hear him speak and respond with love. Focus on the next right thing. Love who is in front of you. Serve with joyful hope. Your only job is to do the next right thing with love. Trust he will take care of the rest. I’ve experienced this when: - Diagnosed with cancer - Struggling to get pregnant - Building my business Only after surrender, does God show up. Surrender. Trust. He is with you always. God bless you, Jack 🙏 PS. This picture was taken after Emily told me she was pregnant w/ John Paul (Self timer). 2 days later we discovered my cancer came back.

I’ve seen $10 million inheritances destroy families. And $20,000 inheritances transform communities. The difference wasn’t the amount. —> It was the preparation. Many Christian families build wealth, But struggle to transfer values. - Money flows. - Character doesn’t. - Not without intention. We obsess over tax strategies While neglecting heart strategies. What if we reversed this? Imagine wealth planning that: —> Shapes heirs before sharing assets —> Builds financial discipleship into family rhythms —> Creates opportunities for guided generosity —> Leaves stories, not just statements Scripture speaks more about inheritance than investments. Yet we spend far more time on the latter. Our approach helps you: 1. Develop core family values. 2. Create radically intentional goals. 3. Build a mission statement. 4. Invite kids into planning. 5. Write a legacy letter. True wealth transfer happens long before death. It happens in daily decisions that demonstrate: - Your trust is in the Giver, not the gifts. - Your treasure is eternal, not temporal. - Your children are stewards, not owners. Remember: Jesus didn’t inherit earthly wealth. Yet His inheritance changed everything. Let your legacy reflect His. God Bless you, Jack 🙏

I’m always shocked by how God provides when we take a leap of faith. This year: - Emily stopped her part time job - We bought a house and did repairs - I hired a couple of coaches - We hired a new associate All in the same couple months. Each of these alone felt like a big change. I’d be lying if I said it didn’t stress me out. ______ I knew these were all good and necessary. It’s where God was leading us without a doubt. But that’s doesn’t mean it isn’t nerve wracking. That’s where faith comes in. To share this all with the Lord and pray: “Jesus, I’m trying to trust you. I believe you’re with me. I want to follow you and lead my family to you. There is so much out of my control. I give you my best and surrender the rest to you” It wasn’t all at once, but I’ve watched him provide so perfectly. 1. Hit a record revenue month last month 2. New hire is unbelievably great (raise) 3. Renewed coaching contract 4. Emily and JP are thriving He provides often in the exact measure our heart needs to be closest to Him. God you are so good. Why do I doubt you? “Look at the birds of the air; they do not sow or reap or store away in barns, and yet your heavenly Father feeds them. Are you not much more valuable than they? Can any one of you by worrying add a single hour to your life?” - Matthew 6:26-27 Whatever leap of faith you’re considering, If it will lead your family closer to God, Take the leap and Trust. God bless you, Jack 🙏

40% to taxes 4% to church 0% strategic planning Something's wrong with this picture. Many families feel the burden of high tax, high expenses. Paying Caesar more than necessary while limiting Kingdom impact. The wake-up call? When you actually calculate your own numbers. God doesn't glorify waste. Let's steward these resources wisely. How can I reduce unnecessary taxes? What strategies honor biblical principles? Where can I redirect these funds? Pray: "Father, show me how to be faithful with all You've provided” His wisdom illuminated my path. "Be shrewd as serpents, innocent as doves. Steward well that more might be available for My work." After implementing biblical tax wisdom, I completely shifted my approach: Taxes aren't about avoidance They're about stewardship Your planning reflects your wisdom Your strategy maximizes impact First Implement P.R.U.D.E.N.T Planning: - Purposeful giving (Charitable strategies) - Retirement vehicles (Tax-advantaged accounts) - Useful deductions (Legitimate provisions) - Delayed taxation (Strategic timing) - Estate planning (Generational transfer) - Necessary documentation (Proper records) - Tithe optimization (donor advised funds) Now redirect tax savings to: - Ministry support - Radically intentional goals - Educational savings (Christian schooling) - Donor advised funds for favorite causes - Generational planning and legacy The result? - More resources for Kingdom work. - Less taxes - Higher growth - More goals hit - More confidence God honors careful planning, When our hearts seek to honor Him. Sometimes the greatest stewardship comes through thoughtful tax strategy with Kingdom purpose. Need help with biblically-sound tax planning? Let's connect. God Bless, Jack 🙏

Find a spouse that loves you like this…

The only thing we can give Jesus that he doesn’t already have is our sin. And He wants it. He’s already taken it on. When we surrender our heart back to Him, Life opens with new color and clarity. I find I have to do this often. Re-connect. Re-commit. Re-align. If I need this in my prayer life. Why would I also need this in my family life? Or financial life? Or work life? How often do we audit these? And Re-connect. Re-commit. Re-align. 1. We help clients define their family values. 2. Then give them the chance to connect their financial goals to these values. 3. So they can commit wholeheartedly. 4. And be aligned authentically to their mission I share a lot of financial planning tips. But this is everything. He’s after your heart. Not your wallet. Let all we do come from this place. Holy Week is the perfect week to give it all to the one who laid his life down for you. God bless you, Jack 🙏

The heavier the cross The greater the resurrection. I get to hold my resurrection boy, John Paul. He was in his mothers womb 2 years ago when we discovered my cancer came back. With us through Chemo. Through radiation. And born on Christmas (My wife’s birthday) I can’t make sense of suffering often. Sometimes it takes years to see what Gods doing. Sometimes we never find out why. But we are promised something. The cross leads to the resurrection. Either in this life or the next. The cross was heavy but the resurrection is so much greater! That’s why Christ could EMBRACE His cross, for the JOY set before Him. That JOY is you and I and John Paul. He says it was worth it! Friday is Good because SUNDAY is coming. We are resurrection people. Let’s live like it! God bless you, The Ziegler family 🙏

Work save Work save Work save Until No more working. No more saving. Only relaxing. Only spending. Only… dying. We need another way. And a better plan. Save, hope, work, die won’t cut it anymore. What if instead of working and saving for retirement… We worked and invested for impact. Practically: - Define a family mission - Work meaningfully towards it - Invest time, talent and treasure into it - Align assets, time, and effort with it There’s no telling how much you could do. Our family mission: To know love and serve Jesus selflessly as a family and community. Helping others encounter the good news and live their life for Him. Guiding principles: Live simply Plan prudently Give generously Build intentionally Invest generationally Trust whole-heartedly I still use a lot of the same tools: - 401k - Pension - Roth IRA - NQ account - Life insurance - Real estate I just align them towards an impactful purpose. Our trajectory changes everything. What’s yours? God bless you, Jack 🙏