We have the experience and the talent in-house to help you plan for retirement.
Our people know they have to work hard every day to keep our clients satisfied with their strategies. That means we’re working every day for you, because we know that when our clients find success, we find success. We’re hoping to meet or exceed every expectation you throw at us.
Meet the Team
Reach out to the Zimmer and Associates team today.
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.