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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 |
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 |