Welcome to Our Company

Welcome.  I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you have any questions on how much money it is going to take for you to be able to retire comfortably AND TO REMAIN COMFORTABLY RETIRED or want to schedule a complimentary meeting to discuss your specific retirement income questions, please feel free to contact me.

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5 Star Professional Wealth Manager 2013
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Branch office address: 3111 Camino Del Rio North Suite 400, San Diego, CA 92108
   
Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor.  Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130.  Zimmerman Private Wealth Management and IFG are unaffiliated entities. 

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This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, ID, MA, MI, NJ and NY. No offers may be made or accepted from any resident outside the specific states referenced.