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

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.

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.
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Zephyr’s Blog

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 n...