Independent. Objective. Focused On Your Goals.
Zeller Kern is an independent financial advisor that provides objective advice with an extraordinary level of personal service.
At Zeller Kern, we help individuals and families achieve their financial goals and business owners to build their wealth, minimize their taxes, and plan a business exit strategy. We work closely with physicians to systematize their practices and manage their investments.
Zeller Kern’s financial advisors hold the highest credentials backed by many years of experience. Advisor One Research Magazine, Financial Advisor Magazine, and the prestigious Paladin Registry rank us among the nation’s top wealth management firms. Our strongest recommendations come from our clients, who overwhelmingly rate our service “exceptional.”
Our business is built on integrity. Financial planners should provide advice in an environment that minimizes the potential for conflicts of interest that can happen when advisors stand to gain financially from their recommendations. We are commission-free advisors.
To learn more or schedule an appointment, contact us at (916) 436-8270 or 866-536-6131, or email us at email@example.com.
Zeller Kern’s News and Commentary
Is This When It Finally Stops Working?
November 19, 2014
For more than five years now, the stock market has been inflated by unprecedented money printing by the central banks around the globe. Central banks have worked themselves into a zero percent monetary policy and in Europe’s case, a negative interest policy. Japan recently announced that it was going into a policy of unprecedented money printing and currency devaluation - all the while they had been printing at an unprecedented rate and piling their debt to a level of 250% debt to GDP. As far as equities are concerned, when you dig deeper into the stock market, which incidentally, has posted new highs on a few indexes – relatively few stocks have pushed the major indexes to new highs, the remaining stocks have either stalled or gone down. More>
Tips to help improve retirement confidence
How confident are you that you will have enough money to retire? This short video discusses the results of a recent survey on American workers’ retirement confidence and offers concrete steps to help improve your level of confidence.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014