Zeller Kern Private Wealth

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Today: 7:30 am - 5:00 pm

Tomorrow: 7:30 am - 5:00 pm

17 Years

in Business

(916) 436-8270Call Visit WebsiteVisit Website Map & DirectionsDirections11335 Gold Express Dr Ste 155Gold River, CA 95670 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	7:30 am - 5:00 pm

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More Info

Email: Email Business
Payment method: amex, mastercard, visa, debit, all major credit cards, discover
Other Link: http://www.zellerkern.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Banks, Commercial & Savings Banks, Financial Planning Consultants, Financial Services, Insurance, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services

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Details

Phone: (916) 436-8270

Address: 11335 Gold Express Dr Ste 155, Gold River, CA 95670

Website: http://www.zellerkern.com

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Zeller Kern Private Wealth

Tax Planning
At this stage, we establish investment accounts, portfolios and investment policy statements, implement legacy and estate planning, tax planning, and business exit/succession strategies. We consider the timing of important life changes such as retirement dates, the sale of your business, geographic relocation, etc. When appropriate, we coordinate with the rest of your legal and financial team to implement the plan.
Estate Taxes
Tax Services
Roth IRA
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are Read More
Income Tax
Because of the new income tax laws in place, it may be even more vital for profitable and older business owners (50 years and older), who are service professionals such as physicians or attorneys, to develop ways to reduce their income tax liabilities. Furthermore, they may need to accelerate their retirement savings.

Investment Management
Our investment management process aims to help you achieve growth and avoid significant losses such as those experienced in 2000 and 2008.
Wealth Management
Our established practice is both wealth management and fee based. Our firm provides a unique brand of full-service wealth advisement which includes our Focused Wealth™ Planning Process, investment portfolios, family legacy development, and an array of planning services for business owners.

Accounting Services
Cash Flow Analysis

Financial Planning
Wealth Vault also safely stores other important documents such as trust documents, net worth statements, financial planning documents, performance reports, tax returns, 1099s and more. You can even collaborate with your Zeller Kern advisor regarding your planning scenarios and goals, all through Wealth Vault. The result: a more simplified, more collaborative, more proactive way to track and monitor your wealth and achieve your goals.
Retirement Planning
Trevor works extensively with business owners to manage their personal wealth and retirement plans as well as the retirement plans of employees. He helps clients establish, manage and maintain defined benefit plans (pension plans) and defined contribution plans (including 401k, 457, 403b, profit-sharing plans, money purchase plans, SEP and SIMPLE IRAs). He also provides guidance on how to transition from these plans at or before retirement, using IRA rollovers and in-service non-hardship withdrawals.
Long Term Care
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older. Read More Subscribe to Health
Asset Management
Trevor Kern is an Accredited Investment Fiduciary®, Accredited Asset Management Specialist, practicing Wealth Advisor, and Vice President/CFO of Zeller Kern Wealth Advisors. He began his career at A.G. Edwards, working with Steven Zeller while earning his Master’s degree in Finance at California State University, Sacramento in 2001. During his career, Trevor has focused on providing proactive financial planning and investment management for his clients. He is committed to providing individualized and personal wealth management strategies, offering thoughtful and unique financial planning advice. Trevor and Steve shared a vision for creating a comprehensive wealth management process, our Focused Wealth® Process, and made that vision a reality by founding Zeller Kern Wealth Advisors.
Gifting Strategies
Asset Protection
Your hard work and success should be celebrated and as a person with accumulated wealth, asset protection planning may be a vital part to your financial plan. Through asset protection planning, you can organize your financial affairs to protect your assets from the unexpected.

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