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Articles

Should My Child Go Back to College This Fall?

Trevor Kern | May 22, 2023
Categories
College
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Paws and Effect - The annual cost of pet ownership and how to reduce costs

Trevor Kern | May 15, 2023
Categories
Finance
Lifestyle
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Ups and Downs of Online-Only Banking

Trevor Kern | May 8, 2023
Categories
Finance

Do You Still Need Life Insurance When You Retire?

Trevor Kern | May 1, 2023
Categories
Insurance

Do You Still Need Life Insurance When You Retire?

Trevor Kern | Apr 24, 2023
Categories
Insurance

Retiring as a Small Business Owner

Trevor Kern | Apr 17, 2023
Categories
Retirement

Preparing for an Early or Unexpected Retirement

Trevor Kern | Apr 10, 2023
Categories
Retirement

Using the FIRE Movement to Gain Financial Independence

Trevor Kern | Apr 3, 2023
Categories
Retirement
Savings

Personal Liability Protection

Trevor Kern | Mar 27, 2023
Categories
Insurance

What are the Benefits of Saving Early?

Trevor Kern | Mar 20, 2023
Categories
Savings
Finance

Personal Liability Protection

Trevor Kern | Mar 13, 2023
Categories
Insurance

What College Students Need to Know About Money

Trevor Kern | Mar 6, 2023
Categories
College

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Contact

askus@zellerkern.com

Sacramento: 916.436.8270
Boise: 208.900.2550

2377 Gold Meadow Way
Suite 100
Gold River, CA 95670

Individuals / Families

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  • Purposeful Conversation®
  • Retire with Clarity™
  • Steps Towards a Thriving Retirement
  • Wealth Vault®
  • Managing Your Investments
  • Reduce Your Tax Burden
  • Safeguard Your Assets
  • Preparing Your Heirs
  • Protecting Your Sudden Wealth

Business Owners

  • Services for Business Owners
  • Building the Value of Your Business
  • Develop an Exit Plan
  • Retirement Plan Design and Asset Management
  • Wealth Vault® for Business Owners
  • Protect Your Assets from Risk and Creditors
  • Cash & Short Term Investment Services
  • Buy-Sell Agreements / Business Continuity Planning

 

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Financial Advisors and Planners, Wealth Management and Retirement Planning Sacramento, Roseville, Folsom, El Dorado Hills and Davis, California

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, ME, MN, MT, NJ, NV, OR, NY, TN, TX, VT and WA. No offers may be made or accepted from any resident outside thesestates 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. Financial planning services and fixed insurance products and services offered by Zeller Kern Wealth Advisors, a registered investment adviser, are separate and unrelated to Commonwealth. Serving clients from offices in Gold River, CA and the nearby cities of Roseville, Folsom, El Dorado Hills and Davis, Zeller Kern Wealth Advisors, Inc., a registered investment advisor is a Sacramento Financial Advisor and Retirement Planning firm.

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