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How the sequence of investment returns impacts investors

Dynamic, risk-managed strategies can benefit investors of all ages for many reasons. The impact of the sequence of returns is a crucial one.​ Read more

 

 

 

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Maximizing client satisfaction with expert support

Kurt D. Zoeller, CWS, is the owner and principal financial advisor of Zoeller Asset Management in the St. Louis, Missouri, area. Mr. Zoeller says his firm “provides comprehensive advice and counsel to individuals, families, and business owners.”

Mr. Zoeller says most of his retirement clients have three primary goals: 1. Properly funding their retirement plan. 2. Planning for their children’s education. 3. Ensuring long-term financial security for their family.

While Mr. Zoeller handles the core financial planning for each client, he says his broker-dealer, Cetera Advisors LLC, provides back-office support and sophisticated planning capabilities that represent “invaluable resources for our clients.”

Cetera’s Advanced Planning Group, composed of highly credentialed legal and financial professionals, offers guidance in the following areas:

  • Retirement distribution planning.
  • Wealth-transfer planning.
  • Business and succession planning.
  • Tax and stock option strategies.
  • Life insurance and annuity planning.
  • Educational funding strategies.
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