Financial Planning
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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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 that sound financial planning creates confidence, reduces stress, and makes investing more satisfying. Using our values-based planning process, we build your financial plan around your unique vision and goals for the future. We begin by completing a Values-Based Financial Roadmap® to gain clarity into your financial “big picture,” including where you are today, where you want to be in the future, and the freedoms and opportunities that are most important to you. The resulting written financial profile and action plan include a sensible strategy to give you the highest probability for living the life you want. Our financial planning services are designed to help you answer these important questions:

  • When can I retire?
  • Will we have enough saved for college?
  • How should I save for retirement?
  • Do I have the right insurance?
  • How much risk do I need to take in my investments?
  • Should I pay off my mortgage early?
  • Which pension payout option should I choose?
  • When should I start receiving Social Security?
  • Am I spending too much?
  • I need money. Which asset should I draw from?
  • Can I afford a vacation home or to travel?
  • Can I leave a legacy for my children?
  • Can I switch careers?

 

 

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...