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 firstname.lastname@example.org.
Zeller Kern’s News and Commentary
What is Deflation and What to Do If It Arrives?
December 17, 2014
The markets on Friday, entered into a steep sell off as the free fall of oil prices continued in their dramatic decline. The price of oil has declined over 46% from its 2014 high of approximately $105 per barrel to the low printed on Friday of $56 per barrel. There is a good chance, in our view that you will see a bottoming around the $55 per barrel and a sharp rebound for the time being. This would help the stock market recover, in our view, and perhaps keep the S&P 500 in positive territory for the year. However, as it stands now, other indexes are struggling year to date, particularly within the Small Cap, Mid Cap, and International arena, where some indexes are actually down for the year. 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