For women of any age, financial planning is an area that is often overlooked. In some cases, a spouse or partner has handled this area in the past. In others, juggling a career and a family has forced financial planning to the back burner. Founded and directed by female advisors working in a traditionally male profession, we take a personal focus on helping women take charge of their own financial path—no matter their circumstances.
For the recently widowed, losing your spouse is an extremely difficult and traumatic event. Aside from the emotional impact of your loss, you must deal with a plethora of legal and financial challenges. Our team provides immediate guidance and assistance to help ensure your financial stability in the moment, as well as long-term planning to help give you comfort and contentment far into the future. Our services in this area include:
Locating financial and legal documents.
Coordinating the efforts of your attorney, your CPA®, and other business professionals.
Understanding how much cash you have on hand and structuring your cash flow to provide consistent income moving forward.
Transferring assets as appropriate to minimize taxation and help protect your financial future.
Building a solid financial plan that leverages your assets, minimizes taxation, and puts you on a path toward a secure future.
Zephyr Investment Management, Inc.
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
Retail sales dropped sharply in December and business-owner optimism plunged but events in the Washington, D.C. overshadowed everything. Yet share prices of America’s blue-chip stocks did not drop very much
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 ne...
Securities and Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC. Additional advisory services offered through Zephyr Investment Management, a registered investment advisor in the state of California, not affiliated with FSC Securities Corporation.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, HI, ID, IN, MA, NC, NM, NV, NY, PA, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Information is also available at www.adviserinfo.sec.gov and brokercheck.finra.org.