"George" was a typical medical professional.
He was understandably concerned about performing
his duties as a physician and running his practice
and woefully uninformed about financial planning
and wealth management. A self-described “under-saver,” George
realized as he entered his 60's that he had no financial
safety net. He came to Zimmerman Wealth Management
with little in retirement funds, no IRAs and few
provisions to secure his family’s future prospects.
We crafted a program that quickly ramped up his savings
rate – without significantly cramping his lifestyle.
It was geared to enable him to reach his goal of
retiring with a comfortable nest egg within 10 years.
It’s never too late to begin work on setting
financial goals, despite the demands of your professional
responsibilities. Take George’s lead and let
us help you plan for and fulfill your financial dreams.
