At Zephyrus Financial Services, we utilize the professional connections we have built to offer a comprehensive suite of services designed to help you and your family plan for and dream about your financial future. This includes estate planning and tax specialists. We plan first and invest second, building a strong foundation to help you pursue your individual goals and dreams.
Our services include:
Financial Planning Strategies
A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:
- Retirement Planning
- College Planning
- Risk Management
- Income Planning
- Existing Portfolio Analysis and Advice
- Estate Planning
- Cash Flow Analysis
- Tax Aware Investing
We strive to develop a portfolio that produces appropriate diversification based on your individual goals and risk tolerance. We can assist with:
- Advisory Accounts
- Brokerage Accounts
- Mutual Funds
- Life and Long-Term Care Insurance
- 401(k) and other employer sponsored plans
- Third Party Managed Money
We also help our clients with:
- Exchange Traded Funds (ETFs)
- Government Securities
- Alternative Investments
- Variable Annuities
- Unit Investment Trusts (UITs)
- Portfolio Management for Charities and Non-Profit Organizations (for more information, click here)
Contact us today to learn more.
|ZEPHYRUS FINANCIAL SERVICES|
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Located at: 1610 E Highway 12, Willmar, MN 56201 (320) 231-1118
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value*Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.