Services

 

Zimmerman Capital Management provides personalized, confidential, financial planning services and investment management services to individuals, families, trusts, estates, and corporate retirement plans and non-profit organizations.

Zimmerman Capital Management is strictly a Fee-Only firm. We do not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned products. The firm is not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fees are accepted.

Financial planning advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance/risk management review; investment management, education funding, retirement planning, and estate planning. A written analysis of each client's financial situation is provided to the client. Periodic reviews are performed, documented, and communicated to provide reminders of the specific courses of action that need to be taken.

Investment management services are based on well documented and academically proven strategies and are provided as part of our financial advisory service or on a stand alone basis.