Fee and Vendor Benchmarking
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Fee and Vendor Benchmarking

Zephyr’s custom fee benchmark report will help you understand every cost associated with your plan and provides you with a detailed analysis of all plan related expenses. You don’t need to become an expert in this area, you simply need to hire the right team to provide you with transparent data regarding your fees. At Zephyr, we believe every client needs to have a basic understanding of what their plan costs and we pledge to uncover every hidden fee associated with your plan. You can rest assured knowing that expert analysis will be conducted and documented on a regular basis. In addition, our knowledge of the vendor marketplace enables us to provide you with detailed comparisons between providers. Once hired, we will conduct an overall analysis of your plan and will perform ongoing benchmarks to ensure your plan stays competitive with the ever-changing marketplace.

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...