Thomas Zimmerman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zimmerman Wealth Management, LLC in Evanston, IL and the surrounding communities.
Zimmerman Wealth Management's mission is to help our clients identify and achieve their life goals by proper organization and management of their financial assets. We provide objective advice as to the best solutions for each client. We strive to achieve our goals by working closely with our clients to determine the smartest and most appropriate strategies for their individual situations.
We are paid on a fee-only basis. This means that our clients pay us for our advice, period. We accept no commissions or referral fees from any parties. As a "Fee-Only" firm, ZWM believes there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.
ZWM specializes in comprehensive and objective financial planning, addressing:
Most importantly, ZWM provides a continuous extraordinary level of service, a hands-on approach that separates us from the competition. We deliver a consistently high level of prompt, individually tailored, detail-oriented attention in the management of your assets. Our standard is to deliver professional, personalized attention that is significantly above and beyond that offered by most financial services providers.
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Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...
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If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
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With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
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The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
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We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
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“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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