Our Services

Zimmer Financial Group is an independent, comprehensive financial services firm committed to helping people pursue their financial goals. 

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We provide comprehensive investment, retirement and estate planning services to our clients, including:

  • Independent Financial Planning Services

  • Retirement Planning

  • Income Planning

  • Estate Protection and Planning

  • Tax Planning

  • Life Insurance Planning

  • Nursing Home / Assisted Living / Home Health Planning

  • Long Term Care / Nursing Home Insurance

  • Attorney / Tax Preparation / Mortgage Referrals

  • Investment Planning

    -Mutual Funds


    -IRA, Roth IRA, SEP IRA and Simple IRA

    -401k, 403b, 457 Deferred Compensation Rollovers

    -529 College Savings Accounts