Personalized Participant Guidance
Service Times: 9am and 10:30am
6399 North Wells Road, Bigtownville, CO 32748
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Personalized Participant Guidance

It is important that your participants understand the basics of investing and how to maximize their employer sponsored plan. Our team will conduct group overview meetings geared towards providing macro-level information to your staff. We also will meet individually with each participant, giving them personalized guidance and education. We are passionate about this aspect of our business and pledge to engage your participants in a meaningful journey towards retirement. We take a holistic approach to working with your participants, designed to establish trust and to help them make prudent decisions regarding their financial picture.


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...