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3111 Camino Del Rio North
Suite 400
San Diego, CA 92108

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Brian J. Zimmerman

(619) 528-2205

 
Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

WELCOME TO OUR COMPANY

Welcome. We at Zimmerman Private Wealth Management believe that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help work towards your financial goals.

This site will not only introduce you to our 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 a member of the team at Zimmerman Private Wealth Management. 




Podcast  

Helpful Content

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Certain Uncertainties in Retirement

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

 

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Rightsizing for Retirement

What does your home really cost?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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