Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

Who Are We?<br/>

Who Are We?

At The Zaino Group, we strive to create a personalized financial roadmap that helps guide you toward your desired destination. We seek to simplify complex financial terminology and retirement income options, offer honest guidance delivered with the service you deserve, and help you navigate the complexities of many different retirement strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships, built on trust and performance, in order that you may retire with confidence.

What Do We Offer?

What Do We Offer?

  • Retirement Income Planning
  • 401(k), 403(b) & TSP Rollovers
  • Federal Employee Benefits Analysis
  • IRA Conversions
  • Tax-Free Retirement Strategies
  • Legacy Planning
  • Life Insurance
  • Social Security Maximization
  • Long Term Care
  • Medicare Supplements
Why We're Different

Why We're Different

  • Every aspect of your retirement plan is accounted for.
  • We create tailored solutions based on your objectives, not one-size-fits-all recommendations.
  • We educate you on options available.
  • We update you on laws and regulation changes that may impact your finances.
  • We monitor & adjust your retirement plan as needed.
  • We’re here for you today, and for your family tomorrow.


We operate with our clients' best interests at the forefront of everything we do. Without you, we don't exist. We serve as your retirement planning guides, never benefiting at the expense of you as our client.

On A Personal Level

As the Managing Member of The Zaino Group, Mike Zaino is doing what he professionally loves the most: building relationships and providing his clients with financial security. Mike serves on the Board of Directors of the International Association of Registered Financial Consultants and has been featured in many publications, including

He is a verified Top Contributor on MoneyTips, and is a qualifying member of both the National Ethics Association and the National Veteran-Owned Business Association.

Mike Zaino grew up just outside of Atlanta, GA and has been a resident of the Charlotte area since 1997. After graduating, he spent 8 years in the US Army where he learned the leadership skills that would serve him well in his professional career.

A devout family-man, Mike is married to his college sweetheart, Keri, has 2 beautiful daughters, Jordyn and Bella, and two Labrador Retrievers. He keeps active by working out, spending quality time with his family, and playing golf and cards with friends.

Why I Do What I Do