Retirement income plans should serve the goals of the people who need them.
Here’s what products and services we offer
That’s the most important question to our team.
Our team needs to know where you are to help you get where you want to go.
There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and helps you make a retirement income plan for your individual situation. Our team gives you the tools. It’s your job to make the decisions.
Everything leads up to this point. You have to execute on what you agreed on with our team or nothing happens. We will encourage you to follow through, stick to your retirement income plan, and keep making progress toward your goals.
Change is constant. As times evolve, so might your needs. Our team will work with you to update your retirement income plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
We’re ready to make a new friend.
Say hello. If you need a professional who could help you with your retirement income plan, or with you insurance planning needs, look no further. Zimmer and Associates, Inc. is ready to help you tackle whatever challenges you have ahead of you.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19644 - 2020/1/15
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.