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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Building wealth requires protection from the forces of wealth destruction.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Second marriages are a trigger event to revisit any existing estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Peer-to-peer payment apps are one of the newest ways to send money.