Retirement Planning
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Retirement Planning

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, exploring your financial needs and your retirement dreams are an important part of determining the best path forward.

If you are in the process of transitioning into retirement, we work closely with you to smooth this significant life transition. Throughout the process, we'll talk you through each option and every decision, taking the mystery out of retirement planning by helping you understand the pros and cons of each choice you make, clarifying your distribution options, and managing your income through market shifts, unexpected life events, and any other factors that impact your cash flow. Ultimately, our goal is to provide you with information and options to help you make informed decisions that keep you on track toward living your ideal retirement.

"Our belief is that money is a tool that allows you to live, enjoy, create and give; and good stewardship of your resources can enhance all areas of your life, allowing you to pursue those things in life that matter most."

Marsha Roubidoux, CFP®, Financial Advisor

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.
read more >

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...