Zeller Kern Wealth Advisors

Steven E. Zeller's October blog of Family-Fortune's addresses the need for Gen 1 to address their 'Living Legacy' plan. Click the link below to read "Begin the Journey of Developing a Family Legacy with a Family Retreat. " https://family-fortunes.com//begin-the-journey-of-develop/

We provide customized planning services, including comprehensive retirement planning, investment management, asset protection planning, family legacy development, tax planning and more.

Our firm provides investment portfolio management for our clients that enables us to position your portfolio for long-term growth, and also enables us to shift quickly to a preservation strategy, when conditions warrant us to do so. We analyze market cycles to help anticipate where the best opportunities of growth are, and position assets accordingly while remaining risk cognizant. #zellerkern #retirewithclarity

Through our advisory and planning services, our fiduciary financial advisors help determine your vision for your family’s future and develop a plan with timetables. Our analysis and ongoing wealth advisement is a comprehensive approach to managing your investments, reducing your tax burden, safeguarding your assets, and preparing your heirs for financial success.

Zeller Kern has developed a wide spectrum of planning and advisement capabilities for our clients, and strive to deliver those capabilities with the highest quality of service and professionalism possible.

How has the SECURE Act created opportunities for small business retirement plans? https://bit.ly/3mnuQBU

We are here to help you put a solid game plan together for your retirement years and help you address all of the vital areas for a successful retirement life. Visit us at https://www.zellerkern.com/retire_with_clarity #zellerkern #retirewithclarity #financialplanning #retirementplanning

Labor Day Weekend is on the horizon, and with it comes a chance to sit back, relax, and reflect on all of the hard work you do throughout the year. Enjoy! https://www.townandcountrymag.com//labor-day-weekend-geta/

As California battles over 350 known fires this summer, Zeller Kern Wealth Advisors is proud to support The California Fire Foundation's Supplying Aid to Victims of Emergency (SAVE) program. The California Fire Foundation program brings immediate, short-term relief to victims of fire or other natural disaster throughout California. Working together with the California Fire Foundation, firefighters throughout California distribute gift cards in the amount of $250 to eligible victims of fire or other natural disaster, so they may purchase basic necessities such as medicine, food or clothing. You too can support @CAFireFound by donating. https://cpf.salsalabs.org/disasterrelief/index.html

If you’ve decided it’s the right time to retire, follow these 5 easy steps to claim your Social Security benefits: https://bit.ly/2EsfT0u #zellerkern #retirewithclarity

Shares of both Uber Technologies Inc. uber and Lyft Inc. lyft sank toward multi-month lows in midday trading Thursday, ahead of a midnight deadline in California that would require the ride-hailing services to classify their drivers as employees, rather than independent contractors. #zellerkern #retirewithclarity

Zeller Kern has developed our stated values that create our culture. We realize we are given great responsibility. Our clients’ lives, wealth, and well-being depend on our values. We are committed to seeing that all of your financial needs are met by providing you with sound, ethical and trusted financial advice. #retirewithclarity #zellerkern