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Zephyr Blog

Roth IRAs

A Tool to Maximize Tax Efficiency or Start Your Children or Grandchildren on Their Way Toward a Healthier Retirement

Paying taxes is so engrained in our lives that many people do not even think about tax reduction until it’s time to file their tax returns. Unfortunately, by that point it’s usually too late to implement a strategy for minimizing their tax bill. Click Here to Read More

1st Quarter Newsletter
Navy Seal Event
 

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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

   After a long period of respectable returns, many investors in equities during the fourth quarter of 2018 experienced losses. This fourth quarter was filled with a great deal of uncertainty, which is the equity markets...