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Exit Planning Articles by Steven E. Zeller, CFP®, AIF®, CExP®
Steven E. Zeller, CFP®, AIF®, CExP®Co-Founder, President & Senior Wealth Advisor, Zeller Kern Wealth Advisors
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Steven Zeller has many years of experience working closely with first and second-generation business owners and their families. He advises them on growing and protecting their wealth, consults with them on their company retirement plans, deferred compensation plans, solutions to build the value of their companies, and creating comprehensive written business exit plans. He also provides traditional wealth advisement, including comprehensive retirement planning for individuals, and other financial planning.
Recent Articles posted by Steven E. Zeller
| Recent Articles posted by Steven E. Zeller |
Preserving Family Wealth is a Generational Effort Wealth within a family can be a double-edged sword. It can serve as an incredible resource to benefit its family members, but it can also be destructive and divisive. Destructive in the sense that if not properly tended to and respected, wealth can destroy the purpose and outcomes of individual family members, and divisive in the sense that it can damage the bond between family members and cause a splintering of the family. Wealth and the handling of wealth is a topic that has been discussed or written about throughout the ages, as it is mentioned in both the Old Testament and the Gospels within ... Read more Protect Your Business with A Solid Continuity Plan The Need For A Solid Continuity Plan A great characteristic of successful business owners is that they are optimistic people and will do what it takes to protect their business. They have a can-do attitude, setting their goals high, taking risks, hiring the right people, constantly striving to improve the delivery of their service or product, with a constant drive to build their entity into one of great significance. As a result, building a successful company may give the owner great pride in their achievements and a strong sense of identity. That is normal human behavior. But because of that, the thought of an event ... Read more |