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Articles

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

Should You Prioritize Retirement Savings over College Savings?

Trevor Kern | Jul 4, 2022
Categories
Retirement
College

Understanding Your True Risk Tolerance

Trevor Kern | Jun 27, 2022
Categories
Investments

Common Investor Biases and How They Can Impact Your Finances

Trevor Kern | Jun 20, 2022
Categories
Investments

Build a Successful Business Exit Plan by Using a Planning Process

Steven Zeller | Jun 19, 2022

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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


  • 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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