Retirement Planning

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, exploring your financial needs and your retirement dreams are an important part of determining the best path forward.

If you are in the process of transitioning into retirement, we work closely with you to smooth this significant life transition. Throughout the process, we'll talk you through each option and every decision, taking the mystery out of retirement planning by helping you understand the pros and cons of each choice you make, clarifying your distribution options, and managing your income through market shifts, unexpected life events, and any other factors that impact your cash flow. Ultimately, our goal is to provide you with information and options to help you make informed decisions that keep you on track toward living your ideal retirement.

Company Info

Zephyr Investment Management

California Office:

3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362

Georgia Office:

42 Main St, Suite 2A
Senoia, GA 30276

P: 805-496-6810
F: 805-496-0630
E: info@zephyrim.com

Investment Updates

Bank Panic And Strong 1Q '23 Economic Growth

Four medium and small sized U.S. banks required Federal regulators to take over management of their operations and assets or shore up their depositor bases since March 7, casting new

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Planning Briefs

Chances Of Contagion Subside

With the risk of a banking crisis roiling investors, the latest developments included signs that the crisis would be contained, and the chance of a contagion and systemic threat to

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Zephyr’s Blog

2023 Tax Report

Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. ...

FSC Securities Form CRS

Securities and Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC. Additional advisory services offered through Zephyr Investment Management, a registered investment advisor in the state of California, not affiliated with FSC Securities Corporation.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, HI, ID, IN, MA, NC, NM, NV, NY, PA, OR, UT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. Information is also available at www.adviserinfo.sec.gov and brokercheck.finra.org.