Linda Zimmermann Financial Planning and Counseling offers financial planning services to individuals and couples, charging an hourly rate. She helps clients identify investment amounts needed for retirement or education, reduce debt, and create budgets. She provides investment advice on stocks, bonds, exchange-traded funds, and mutual funds. She also offers basic tax and estate-planning advice, referring clients to specialists for complex issues. Linda Zimmermann also offers discretionary investment management.
Fee Structure
Linda Zimmermann offers investment management services. She charges an hourly fee for investment selection and execution, billed annually or at the client's request. The hourly fee is $25 for the first hour and $75 for subsequent hours. She prefers no-load mutual funds and tries to avoid transaction fees.