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Zephyr Blog

Social Security: Part of Your Retirement Income Plan

Social Security was created to help Americans financially live through retirement.   Today, many recipients rely on this government run program for the vast majority of their income. Social Security has become an important tool when putting together a personal retirement income plan. Although today’s workers would like to count on Social Security benefits when they retire, there are many concerns surrounding this program.....Click here to read full article

Star Wars Event Pictures
4th Quarter Newsletter
 

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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

Interest rates are important to investors and they are currently at or near all-time lows. At this past June’s Federal Reserve meeting, interest rates were kept at a range of 0%-0.25% and it was indicated that they will remain n...