This transitional period in your life requires careful consideration and planning. Our analysis is thoughtful, methodical and comprehensive. 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 planning
• Tax -efficient strategies 
• Building your asset buckets
• College savings planning and gifting strategies
• Asset protection & risk management planning or analysis
• Investment planning strategies
• Timing and implementation
• Ongoing goal centric reviews
• Integration of tracking wealth and document storage through our technology platforms.

We are here to help you put a solid game plan together for your retirement years and help you address all of the vital areas for a successful retirement life.

After several years of providing wealth management and financial planning, the practitioners at Zeller Kern Wealth Advisors have developed a comprehensive planning process known as the Focused Wealth Process©.

First developed over fifteen years ago and fine-tuned along the way, Focused Wealth® is not just about wealth managment; it's about you. It's a high-end, client-centered process where we carefully consider your life goals, values, purpose, family, and wealth. These essential attributes are not just determined but deeply understood and integrated into our comprehensive wealth plans and retirement plans through our Focused Wealth® Process. We aim to help you grow and preserve your wealth, simplify your life, and live your dreams with financial confidence. Our Focused Wealth® Process is comprised of four major stages: “Discover Your Purpose,” “Develop the Plan,” “Implement the Plan,” and “Manage the Results.”