Zimmer Financial Planning offers financial planning services to clients. These services include investment planning, insurance, tax concerns, retirement planning, college planning, estate planning, and debt/credit planning. Zimmer Financial Planning generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities. The firm does not manage investment accounts.
Fee Structure
Zimmer Financial Planning offers comprehensive financial planning for an annual retainer between $7,500 and $15,000, depending on the complexity of the client's situation. The fees are negotiable.
Zimmer Financial Planning offers financial planning services on an hourly basis at a rate of $300 per hour. The fees are negotiable.