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Welcome to Zimmer Financial Group

717 Eisenhower Dr.
Kimberly, WI 54136

Phone:

920-739-9244

Fax:

920-739-5456

E-mail:

Fox Valley's Financial Professionals

Your Multi-Generational Financial Firm

30+ YEARS IN BUSINESS

Founded in 1992, we have been helping people achieve their financial goals for over three decades.

OVER 100 YEARS COMBINED EXPERIENCE

1 Billion+
in assets under management

Our Story

Started over 30 years ago by the three Zimmer brothers, Zimmer Financial Group has grown into a fixture in the Fox Valley financial planning community with a dedicated team of 9 advisors and 7 administrative staff.
Dogs

Interested in meeting with one of our advisors?

Schedule a meeting now

What we do & how it works:

In short, we help people. We help people of all ages and backgrounds make sense of their financial situations. We take pride in breaking down complex and often misunderstood concepts into simple, straightforward advice with actionable steps geared towards helping you achieve your goals – whatever they may be!

Our Process

Meet & Greet:
We get to know each other, hear your story and learn more about your financial needs.

Analyze:
Our team studies your current financial situation and identifies areas for improvement and optimization.

Recommendations & Action:
In the second meeting, we'll walk you through what we learned and implement our recommendations. We are happy to collaborate directly with your tax advisor, estate planning attorney, and other professionals.

Ongoing Review:
Our job doesn't end once your plan is in motion. Instead, it is just beginning as we build a long-term relationship by continuing to review, monitor, and adjust as needed.

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Preferred Advisor -- Select One --Mike ZimmerJohn ZimmerTom ZimmerBrandon WarmanJames BrueggemanAngela AbbottEric LoughrinDrew ZimmerI'm a New Client

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?

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