We are an independent financial services firm dedicated to providing personalized service to our clients. Zimmer Financial Group is owned by the three Zimmer Brothers; Mike, John, and Tom. We have over 60 years of combined financial planning experience and have the pleasure of helping over 1,000 families with their investment and retirement planning needs. Our office is located in the heart of the Fox Valley in the Kimberly Business Park. Our commitment is to provide unbiased advice, exceptional service, and diversified financial resources to serve your individual needs. We go beyond basic investment advice. We discuss all of your financial planning issues, create a retirement roadmap and then meet regularly to help ensure that you stay on course.

Our radio talk show can be heard regularly on WHBY 1150 AM.  For more than 13 years we have been providing the Fox Valley area with sound financial advice through this radio call in show.

Mike, John and Tom have a passion for providing investment, retirement, and estate planning advice and we are proud to hold the CFP® CERTIFIED FINANCIAL PLANNER™ Professional designation.

 

Did You Know?

Did you know that over the 30 year period ending in 2016 the average annual return for the U.S. stock market (as measured by the S&P 500*) was 10.16% while the average investor’s return was only 3.98%?  This amazing fact is the result of a recent stock market survey performed by Dalbar, Inc., a financial services market research firm.

The gross underperformance of the average investor is known as the “behavior gap” because the average investor typically makes investment decisions based on emotions like greed and fear rather than on sound long-term investment goals.  Investor’s irrational decisions lead to inferior returns.

At Zimmer Financial Group we will help you navigate through the emotional and sometimes difficult times in the market and help you keep focused on your big picture investment and retirement planning goals.

 

*The S&P 500 is made up of 500 common stocks representing major US industry sectors.

Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.