Welcome to Zenith Advantage
Your Trusted Partner in Financial Security

Empowering You to Protect Your Loved Ones, Secure Your Future, and Leave a Lasting Legacy

Speak To An Advisor: (952) 479-0056

About Me

Hello, I’m Shashank Dhadphale, a Certified Financial Consultant (RFC®) dedicated to reshaping your financial journey. With a personalized approach tailored to your needs and concerns, I’ve crafted a unique strategy to tackle common worries and challenges in retirement planning for families and business owners.

Navigating significant expenses like college funding for kids or retirement can feel overwhelming, especially with concerns about market volatility, inflation, healthcare costs and financial security. My aim is to provide you with peace of mind and confidence in your financial future.

Together, we’ll address key concerns such as capital preservation, tax-efficient growth, income protection, and legacy planning. Informed, Planned, Prepared—that’s my commitment to you as we work together to turn your retirement dreams into reality. Let’s kick off with a thorough review of your current situation and develop a plan that’s tailored to your needs and ready to put into action today.

Our Services

  • Legacy Planning: Ensure your loved ones are taken care of with tax-free proceeds and efficient wealth transfer strategies.
  • Tax-Efficient Strategies: Optimize your financial strategy with tax-efficient solutions for businesses and individuals.
  • Emergency Preparedness: Be prepared for life’s unexpected challenges with comprehensive emergency planning services.
  • Supplemental Income: Gain peace of mind with supplemental income solutions for critical, terminal, or chronic illness.
  • Education Funding: Invest in your children’s future with tax-efficient education funding solutions.
  • Infinite Banking: Unlock the potential of your permanent life insurance cash value with infinite banking strategies.
  • Pension Planning: Create a personalized pension plan for a secure retirement income stream.
  • Debt Elimination: Accelerate your path to financial freedom with strategic debt elimination solutions.
  • Legacy Planning: Ensure your loved ones are taken care of with tax-free proceeds and efficient wealth transfer strategies.
  • Tax-Efficient Strategies: Optimize your financial strategy with tax-efficient solutions for businesses and individuals.
  • Emergency Preparedness: Be prepared for life’s unexpected challenges with comprehensive emergency planning services.
  • Supplemental Income: Gain peace of mind with supplemental income solutions for critical, terminal, or chronic illness.
  • Education Funding: Invest in your children’s future with tax-efficient education funding solutions.
  • Infinite Banking: Unlock the potential of your permanent life insurance cash value with infinite banking strategies.
  • Pension Planning: Create a personalized pension plan for a secure retirement income stream.
  • Debt Elimination: Accelerate your path to financial freedom with strategic debt elimination solutions.

Our Process

Initial Consultation

We'll meet with you to understand your current financial situation, goals, and aspirations.

Personalized Plan

Based on your individual needs, we'll create a customized financial plan tailored to your specific circumstances and budget.

Ongoing Support

As your trusted partner, we offer continuous support and guidance to ensure your financial plan remains aligned with your evolving needs and goals.

Unlock Your Financial Potential

Whatever stage of life you’re in, Zenith Advantage is here to help you navigate life’s transitions and achieve your financial goals. From protecting your family’s future to securing your retirement, our experienced advisors will work with you to create a personalized plan that provides security, stability, and peace of mind for you and your loved ones.

Ready to Take Control of Your Financial Future? Contact us today to schedule a consultation with one of our experienced advisors. Together, we'll create a personalized financial plan that provides security, stability, and peace of mind for you and your loved ones.

  • For the Young Family: Are you a young family with dreams of providing the best education for your children? Our education funding solutions can help you plan for the future and ensure your kids have access to the opportunities they deserve.
  • For the Independent Contractor: As an independent contractor or head of household, maximizing your financial well-being is essential. Our tax-efficient strategies and retirement planning services can help you secure your income and create a solid retirement plan, with guaranteed returns and protection from market downturns.
  • For the Single Parent: Are you a single parent looking to protect your family in all circumstances? Our comprehensive insurance solutions provide peace of mind, whether it’s safeguarding against the unexpected, ensuring income replacement in case of illness or disability, or creating a legacy for your loved ones.
  • For the Near-Retiree: Approaching retirement can be daunting, especially with the risk of running out of money. Our retirement planning services can help you convert your retirement assets into a guaranteed income for life, providing security and peace of mind throughout your golden years.
  • For the Sole Proprietor/Business Owner: Navigating the complexities of tax planning and retirement savings as a sole proprietor can be challenging. Our advisors specialize in tax-advantaged strategies and personalized pension planning to help you reduce taxes, create a safety net, and build a secure financial future.
  • For the Real Estate Investor: Are you a real estate investor looking to finance your deals without relying on traditional banks? Our infinite banking principles allow you to leverage your permanent life insurance cash value to fund your investments, providing flexibility, control, and tax advantages along the way.
  • For the Young Family:
    Are you a young family with dreams of providing the best education for your children? Our education funding solutions can help you plan for the future and ensure your kids have access to the opportunities they deserve.
  • For the Independent Contractor:
    As an independent contractor or head of household, maximizing your financial well-being is essential. Our tax-efficient strategies and retirement planning services can help you secure your income and create a solid retirement plan, with guaranteed returns and protection from market downturns.
  • For the Single Parent:
    Are you a single parent looking to protect your family in all circumstances? Our comprehensive insurance solutions provide peace of mind, whether it’s safeguarding against the unexpected, ensuring income replacement in case of illness or disability, or creating a legacy for your loved ones.
  • For the Near-Retiree:
    Approaching retirement can be daunting, especially with the risk of running out of money. Our retirement planning services can help you convert your retirement assets into a guaranteed income for life, providing security and peace of mind throughout your golden years.
  • For the Sole Proprietor/Business Owner:
    Navigating the complexities of tax planning and retirement savings as a sole proprietor can be challenging. Our advisors specialize in tax-advantaged strategies and personalized pension planning to help you reduce taxes, create a safety net, and build a secure financial future.
  • For the Real Estate Investor:
    Are you a real estate investor looking to finance your deals without relying on traditional banks? Our infinite banking principles allow you to leverage your permanent life insurance cash value to fund your investments, providing flexibility, control, and tax advantages along the way.
Every individual’s financial journey is unique, and you may find that you need a combination of these services or have additional questions. We’re here to help tailor a plan that fits your specific needs and goals. Schedule a meeting with us today to discuss how we can assist you on your path to financial success.

Your financial path is unique, and you might need a mix of services or have more questions. Let's craft a plan just for you. Book a meeting with us to see how we can help guide you to financial success.

Shashank Dhadphale is a Registered Financial Consultant (RFC®) . The RFC® credential has been awared by The International Association of Registered Financial Consultants (IARFC®) .

The IARFC®, founded in 1984, is a non-profit credentialing Association formed to foster public confidence in the financial planning profession. Their professional designations and credential, Registered Financial Associate (RFA®), Registered Financial Consultant (RFC®), and the Master Registered Financial Consultant (MRFC®) are awarded to those consultants who can meet the high standards of education, experience, and integrity that are required of all its members. More info on the Association can be found at www.iarfc.org.

Discover Your Maximum Retirement Income with Our Free Tool!

Welcome to a pivotal step towards financial clarity and empowerment. We’ve partnered with Planswell, an innovative financial planning firm, to bring you a state-of-the-art tool that calculates your maximum retirement income in just three minutes—and it’s absolutely free.

What You'll Gain:

  • Retirement Strategy: Understand what your savings could look like by your desired retirement age. Our tool will guide you through creating an optimized strategy for a sustained income throughout your retirement.

  • Debt Management: Be surprised by how much you can save with our smart debt consolidation strategies. Lower your monthly payments and free up cash flow effortlessly.

  • Investment Insight: Receive personalized advice on how much to invest in different accounts to save on taxes and maximize your retirement funds.

  • Insurance Planning: Learn about the essential insurance you need to protect your future income and secure your financial well-being.

Real User Experiences:

  • Brian says: “My advisor has been a pleasure to talk to and has given me more financial advice in the last few weeks than I’ve been able to get from my bank in years.”
  • Olivia shares: “It was eye-opening how insurance and investing can work together to position me and my family for a better financial future.”

Why Choose Us?

At Zenith Advantage, we are committed to your financial success. This tool is part of our promise to offer accessible, high-quality financial planning to everyone. With Planswell, we provide not just plans, but pathways to financial peace of mind.

Ready to Plan Your Financial Future?

Take the first step towards a more secure and prosperous future today. Click here to access your free financial plan and begin your journey with expert guidance at your side.