Would you take a cross-country road trip without directions or knowing how much gas you need to get there? ?? A financial roadmap is meant to take the guesswork out of retirement planning. Putting money aside for your golden years is important, but it’s only part of the equation. Planning out your future goals will help determine how much money you'll need in retirement. Learn how having a written plan can help you achieve your dreams: https://lnkd.in/djXsFSWS
Zephyrus Financial Services
金融服务
Hutchinson，Minnesota 65 位关注者
Zephyrus Financial Services was built on a foundation of plan first, invest second.
关于我们
Zephyrus Financial Services was founded in 1998. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. Named after the mythological god of the west wind, Zephyrus is often portrayed in literature as thoughtful and benevolent. Our clients are confident we will be there supporting and adjusting their financial roadmap through every milestone in their lives. We are passionate about educating clients and enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about your family, hobbies and dreams. It’s important we get to know you before creating your financial roadmap. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice." Awards Timothy Piehl, Financial Advisor - Cetera Circle of Excellence Advisors 2017, 2018, 2019, 2020 Amanda Schuler - Outstanding Sales and Service Award 2020 The Cetera Financial Group's Circle of Excellence recognition was awarded to Timothy Piehl; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.
- 网站
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https://www.zephyrusfs.com/
Zephyrus Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Hutchinson，Minnesota
- 类型
- 私人持股
- 创立
- 1998
地点
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主要
获取路线
96 4th Ave NW
US，Minnesota，Hutchinson，55350
Zephyrus Financial Services员工
动态
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Tax season is here, but a solid financial plan includes a year-round tax strategy! There are several ways you can maximize your tax refund through: ?? Deductions ?? Tax credits ?? Charitable donations ?? Contributing to an IRA or 401(k) and more. We are here to help answer any tax-related questions you may have. #TaxSeason #FinancialFreedom
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Where is Hutchinson? Will your small firm be able to handle my financial needs? How is your investment strategy different? We want to address your questions ????????-????. Choosing a financial advisor takes time and trust. We are intentionally different and proud of it! We hope that by sharing our perspective, you'll see how we prioritize your needs and help you reach your financial goals. Please read below for common misconceptions and questions that we have been asked at Zephyrus Financial Services. #FinanceMisconceptions #FinancialSuccess
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Many people opt for their company's traditional 401(k), contributing just enough to get the company match; while others open a Roth account based on advice from friends or family. Did you know there are key differences between Roth and traditional accounts? Understanding these can help you decide which option suits you best. Learn more about what to consider before selecting your retirement plan: https://lnkd.in/gANq-9EN
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Congratulations to our Zephyrus team! Tim Piehl and Amanda Schueler were recognized for their Outstanding Sales & Service at the West Shore Region Advisory Group's Best Year Ever Award ceremony! We look forward to more great success in the year to come! #Congratulations
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According to Bankrate, 53% of women feel confident managing investments, and 44% are comfortable creating a diversified portfolio. Our financial advisor, @Amanda Schueler, is passionate about partnering with women to help set them up for financial success! If you need help managing your assets or building a financial plan that aligns with your goals and dreams, Amanda would love to help!
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Starting your first job is an exciting milestone, but it also comes with new financial responsibilities. Here are three tips to help you build strong money habits early in your career: ?? Create a Budget: Track your income and expenses to live within your means. ?? Start Saving Early: Establish an emergency fund and contribute to retirement accounts like a 401(k). Aim to save 10-15% of your income for long-term goals. ?? Be Mindful of Debt: Avoid lifestyle inflation and focus on managing high-interest debt to protect your financial freedom. Need help creating a financial plan? Give us a call — we’re here to help! ?? #NewYearNewJob #FinancialWellnessMonth
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???????? ?????? ?????? ???????? ?????????? ?????? ??????????! We've put together a few practical tips to help you reduce debt and build your savings in 2025 — start your journey toward financial freedom! Click here to read more: https://lnkd.in/gWAwJG-2
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As we reflect on 2024, we’re filled with gratitude for the moments that shaped our year: ?????????? ?????????????????? This year, we embraced paperless operations — a game-changing shift that streamlined our processes and boosted efficiency. This transformation allows us to focus even more on what truly matters: serving our clients. ?????????????????? ?????????? ???????? This fall, we were thrilled to welcome Megan back to the office. Her energy, expertise and dedication continue to inspire and energize our team. ???????????? ?????????????????????? We’re deeply grateful for the opportunity to connect with our current and long-time clients. Your trust and support drive our passion and purpose every day. Here’s to an amazing year ahead in 2025!
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