Planning for Retirement or another financial goal can sometimes seem very difficult. There is simply an unceasing torrent of information available via the internet and business cable-news channels, let alone commercials, infomercials, radio and web ads -- much of it conflicting! How do you even begin to decipher all of this?
It doesn't have to be difficult. Al and Zack Zettergren are a father son independent financial advisory team. Zack Zettergren is a CERTIFIED FINANCIAL PLANNER™ Practitioner located in the Nashville, TN Metro-Area. Al and Zack have helped many hundreds of folks like you work through your goals, understand your options, and then help implement an Independent Plan that takes into account ALL of your resources (including your employer’s benefits, if you are still working.) We love what I do, and have done it for nearly 50 years combined.
Do you have questions about how IRAs, Annuities, 401ks, or Pensions work? Is a SEP IRA or SIMPLE IRA right for you or your company? How about Mutual Funds, Life Insurance, or Fee-based Advisory Accounts? What are the differences between a CD, an Annuity, and a Bond? Is inflation different for people who are working versus folks who are already retired? We can help you understand the answers to questions like these in plain English, which is often the first step in helping you develop a plan of action to address your financial concerns.
Zettergren Financial Group takes pride in designing well-rounded, comprehensive financial plans that will help pursue your short-term monetary needs and help prepare you for your long-term priorities of personal financial security. We offer total wealth management supported by the leading independent brokerage firm in the nation, NEXT Financial Group, Inc. The firm was voted Broker-Dealer of the Year an unprecedented eight times and continues building upon their unique culture to better serve the needs of independent financial advisors and their clients (Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker- dealers rated highest by their representatives are awarded “Broker-Dealer (B-D) of the Year.”).
We work with you one-on-one to tailor your financial plan to match your distinctive needs. Since NEXT Financial Group, Inc. has no proprietary products, our focus will be on providing you with impartial strategies to the challenge of wealth management and accumulation. This means that we are free to offer you access to investment products and services from a broad range of institutions in order to help you pursue your investment goals.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
How to help determine life insurance needs to provide for your family after you pass away.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Learn a little about worldwide currency in this fun infographic
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Do you have causes that you want to support with donations?
Making the most of surprises is a great reason to work with us.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
There are hundreds of ETFs available. Should you invest in them?
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.