Resources

Get started before we meet you

You can get a head start on your plan today.

Here, you’ll find a variety of calculators and articles to help you plan and estimate your retirement income. As always, reach out to us if you have any concerns or questions — we’re here for you every step of the way and want to be a resource for you!

Calculators

Strategic Partners:

Michael Sahr Crop Insurance Agency is an independent agency is a local crop insurance agency that has been a community staple for over 30 years. The number 1 priority with Sahr Crop Insurance is service.  With over 14 agents, they serve the whole state of Michigan and are knowledgeable about all crop insurance plans. As an independent agency they work with all the major insurance companies to guarantee they can offer the best product for each farm.

Richmark Private Wealth Management is your local investment advisor that will tailor a financial program to your individual need. They will walk through the retirement process with you to give you confidence about your future. They will touch on all the aspects of retirement, Tax Management, Retirement Strategy, Estate and Financial Planning, and even Fee Based Investment Management.

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Our Clients Say

We take great pride in our client satisfaction. Please see some of the many reviews and feedback we get from our wonderful client base.

Questions & Answers

Ask yourself This...

There are many questions our clients have asked over the years and we love to hear from them, if you have any questions please look to your right or below to see if they may be answered already. 

If not, please reach out to us as we would be more than happy to answer any question or concern you may have. 

That’s the most important question to our team.

Our team needs to know where you are to help you get where you want to go.

There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and helps you make a retirement income plan for your individual situation. Our team gives you the tools. It’s your job to make the decisions.

Everything leads up to this point. You have to execute on what you agreed on with our team or nothing happens. We will encourage you to follow through, stick to your retirement income plan, and keep making progress toward your goals.

Change is constant. As times evolve, so might your needs. Our team will work with you to update your retirement income plan as needed, to analyze new information, and to make sure you’re happy with your services and products.

Allow Us To Help

Reach out.

We’re standing by to listen to your dreams, to evaluate and create, or even reimagine a plan so you feel like you’re doing everything you can to reach the goals you deserve.

Contact Us

Reese Location

9839 Saginaw St Reese, MI 48757

Contact Us

izimmer@zimmer.agency

Telephone

989.868.4291

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Contact Us

Reese Location

9839 Saginaw St Reese, MI 48757

Contact Us

izimmer@zimmer.agency

Telephone

989.868.4291

Telephone

989.868.4291