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
A Precarious Financial System with a Growing Economy
July 16, 2014
The times we are living in are certainly unique and unprecedented. There are positive trends within our economy that are surrounded by a financial system that has very risky attributes. We will briefly cover these in this issue. But first, we should mention that this is a big week for financial news. We will see data released on business inventories, retail sales, and a potpourri of earnings that include the big banks. Furthermore, Janet Yellen will be testifying in front of Congress, which may cause some volatility in the market. More>
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