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Zephyr Blog

Planning for Retirement

Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income. No more bosses, no more meetings to attend, no more schedules to keep, no more stress that even the best of jobs can create. Retirement can be the beginning of an entirely new lifestyle. click here to read more

 

 

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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.
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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.
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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.
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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...