EasyBlog
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
  • Register

Zephyr Blog

Helpful Information for Filing 2019 Income Taxes

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients click here to read more

Continue reading
140 Hits
0 Comments

Year-end Tax Moves for 2019

One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. click here to read more

Continue reading
153 Hits
0 Comments

Proactive Tax Planning

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients. click here to read more

 

Continue reading
88 Hits
0 Comments

Financial Planning

Our goal is to create an inspiring financial strategy for you—one that gets you excited about your future. To accomplish this, our personalized Values-Based Financial Planning® services take a holistic wealth advisory approach. These services are based on the premise.
read more >

Investment Management

At Zephyr Investment Management, we believe that a focus on managing downside risks is essential to your long-term financial security. We believe the upside will take care of itself and the real value of investment management is generated by limiting the downside.
read more >

Retirement Services

We see financial planning and investment planning as the key components to a secure retirement. Building on our work in these areas, we work with you to define a solid vision of what your retirement looks like to you. While this vision may evolve over time.
read more >

Zephyr’s Blog

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law.  This new legislation made major changes to a number of tax rules that govern retirement savings. Many of the...