Sacramento Financial Advisors Zeller Kern
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Sacramento Magazine
names Zeller Kern a
Five Star Wealth ManagerSM
four years in a row.

Top Financial Advisory Firms 2008-10
Advisor One
Research Magazine

ranks Zeller Kern among the
nation’s top financial advisory
firms five years in a row


NABCAP Premier Advisor
 
Member of
Financial Planning Association
of Northern California

 
Sacramento Estate
Planning Council

 
A Registered Investment Adviser
 

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Sacramento Financial Advisors

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We Specialize in:

Retirement Planning

Business Exit & Succession Planning

Investment Management

Family Wealth Preservation
& Transfer Solutions

Tax Reduction Solutions for
Business Owners and Physicians

Asset Protection Planning

Retirement Plan Consulting


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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 info@zellerkern.com.

Zeller Kern’s News and Commentary

Will Europe Fire Up the Printing Press?

August 27, 2014

As last week brought us the meeting of the great central planners in Jackson Hole, the market continues its astonishing levitation. Investor appetite appears to be well in force, as U.S. junk bond funds absorbed another net $2.2 billion of inflow for the week of August 20th.  Within the past three weeks, the High-Yield corporate bond market index has declined by 50 basis points to 5.54% - to put things into perspective, the yield on Money Market Funds in December of 2006, was approximately 4.70%! So why would Treasuries be rallying along with high yield bonds and the stock market as investors rush in to take on more risk? The question is rhetorical. More>


Tax tips video for 2010Getting money out of your 401(k) or 403(b) plan

This short video discusses the four ways you can take money out of your 401(k) o 403(b) plan: withdrawals while you are still working, plan loans, payments when you leave your job, and required distributions. You’ll learn about penalties for early withdrawal, tax consequences, how and when withdrawals may be taken, and more.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2014