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 65 years of combined financial planning experience and have the pleasure of helping over 1,200 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 15 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 20 year period ending in 2019 the average equity investor's return was 1.81% less than the average annual return for the U.S. stock market (as measured by the S&P 500*). Additionally, the average bond investor's return was 4.56% less than the average annual return for the U.S. bond market (as measured by the Barclays U.S. Aggregate Index**). 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.
**The Barclays Capital US Aggregate Bond Index is a broad base index, maintained by Barclays Capital and is often used to represent investment grade bonds being traded in United States.
Indexes are unmanaged, do not incur management fees, costs and expenses, and cannot be invested in directly.
Newsletters
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.