Retire with Clarity
Zeller Kern Advisors can help you achieve clarity, comfort, and confidence about your future by addressing all of the vital areas of retirement and prepare for your life and well-being beyond your working years.
We listen to you, gain understanding of your needs, and help you successfully plan your future beyond your working years. As your life changes, your personalized plan will be tailored to help assure your success. Our financial advisors act as fiduciaries when managing your assets, and help you make decisions in your best interest. We help create a plan that is truly right for you.
This transitional period in your life requires careful consideration and planning. Our retirement consulting 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
- Pre-retirement asset stress testing
- Wealth forecasting
- Tax planning
- Building your asset buckets
- College savings planning and gifting strategies
- Asset protection & risk management planning or analysis
- Investment planning
- Timing and implementation
- Ongoing goal centric reviews
- Integration of tracking wealth and document storage through our Wealth Vault®.
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.
Our Focused Wealth Process©
After several years of providing business advisement, investment 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 advisement; 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.”