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The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation

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. 

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What Is My Current Cash Flow?

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An Inside Look at Retirement Living

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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

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Using smart management to get more of what you want and free up assets to invest.

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

Principles of Preserving Wealth

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Investors seeking world investments can choose between global and international funds. What's the difference?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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