Zoeller Asset Management
Gain from an independent perspective.
Zoeller Asset Management is an independently owned financial consulting firm with more than 31 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Zoeller Asset Management has the financial management experience to direct you towards reaching your objectives. We offer financial and investment services through First Allied Securities, Inc. to individuals, families, business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The latest trends in travel reflect a rich menu of exciting new possibilities.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
It's important to understand the pros and cons when considering a prepaid debit card.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Four vacation destinations you might never have thought of.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?
If you died, what would happen to your email archives, social profiles and online accounts?