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.
65
I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
Read More >
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
Read More >
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
Read More >
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
Read More >
We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
Read More >
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
Read More >
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
Read More >
According to an August survey from America’s Health In...
Read More >
