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Articles

Financial Planning Basics: Creating and Maintaining a Budget

Trevor Kern | Sep 26, 2022
Categories
Savings
Finance

Asset Allocation and Risk Allocation

Trevor Kern | Sep 19, 2022
Categories
Investments

What to Do With with a Sudden Windfall

Trevor Kern | Sep 12, 2022
Categories
Finance

Is Confirmation Bias Affecting Your Investment Strategy?

Trevor Kern | Sep 5, 2022
Categories
Investments

How to Finance Your Dream Car

Trevor Kern | Aug 29, 2022
Categories
Finance

Should You Retire at the Same Time As Your Spouse?

Trevor Kern | Aug 22, 2022
Categories
Retirement

Preparing for Lifetime Income in Retirement

Trevor Kern | Aug 15, 2022
Categories
Retirement

Working with an Investment Professional

Trevor Kern | Aug 8, 2022
Categories
Investments

Financial Planning for Young Professionals

Trevor Kern | Aug 1, 2022
Categories
Investments
Finance

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Trevor Kern | Jul 25, 2022
Categories
Retirement

Finance Lessons for Your Teen

Trevor Kern | Jul 18, 2022
Categories
Family
Finance

Financial Management for Couples: When a Spender and a Saver Fall in Love

Trevor Kern | Jul 11, 2022
Categories
Finance

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Contact

askus@zellerkern.com

Sacramento: 916.436.8270
Boise: 208.900.2550

11335 Gold Express Drive
Suite 155
Gold River, CA 95670

Individuals / Families

  • Personal / Family Services
  • 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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