Retirement Planning

Helping clients plan for retirement is one of the most enjoyable and rewarding aspects of our business. This transitional period in your life requires careful consideration and planning. Our retirement consulting is thoughtful, methodical and comprehensive.

Applying our Focused Wealth^® Process, we work with you to create and implement a detailed written plan that helps you begin your journey. Components include:

Goals/lifestyle assessment and clarity
Income and cash flow analysis and requirements
Retirement asset analysis
Wealth forecasting
Tax planning
Asset protection planning
Investment planning
Timing and implementation

Get a Complimentary Portfolio Review

Is your portfolio properly designed to help you achieve your goals? Could your money be working harder? Could it be better protected from risk?

These are some of the issues we examine in our Complimentary Portfolio Review. We’ll explain our findings and the reasoning behind them. You’ll have the chance to ask questions – all topics are on the table. Consider it an opportunity to gain the information you need to make confident decisions about your finances. There is no obligation whatsoever.

What can you expect from our Complimentary Portfolio Review?

A thorough analysis of your portfolio. Our investment professionals analyze your situation and make recommendations to improve the probability of meeting your goals.
Independent, objective advice. As a fee-based firm, we do not offer any proprietary products, and there are no conflicts of interest.
Your questions answered. You’ll have the opportunity to ask any question and get a straightforward answer.
Peace of mind. You’ve done your due diligence, considered your options, and are prepared to make decisions.

Contact us to schedule your Complimentary Portfolio Review

Call 916‑436‑8270 or 866‑536‑6131, or use the form below:

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, FL, GA, IL, IN, MO, NJ, NV, OR, TX, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding financial investment products and services. The financial consultants of Zeller Kern are registered representatives and investment adviser representatives with and offer securities and advisory services through Commonwealth Financial Network, Member FINRA Financial Investor Regulatory Authority / SIPC Security Investor Protection Corporation, a registered investment advisor.

Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom and Davis, Zeller Kern Private Wealth management, Inc., a registered investment advisor is a leading Sacramento Financial Advisor and Retirement Planning firm.