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Welcome!

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.

Our Firm

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.”). 

Our Philosophy 

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. 

Helpful Content

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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