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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 a boutique independent brokerage firm located in Tennessee, Silver Oak Securities, Inc. 

Our Philosophy 

We work with you one-on-one to tailor your financial plan to match your distinctive needs. Since Silver Oak Securities, 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

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Medicare At 65+

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Managing Your Lifestyle

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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