Retirement planning is essential to securing a level of comfort for you and your family when you retire. The most important steps to a happy retirement are saving and investing your money. After working for a long time, a big rest is exactly what you need. Whether you want to travel, pick up a new hobby, or just relax in your retirement, it's important to plan for those "golden years".
We can help you plan for your retirement years with a wide variety of investment vehicles and insurance products as shown below.*
IRAs
Individual Retirement Accounts were established by the federal government to encourage people to save for their retirement by providing a variety of tax advantages. Click here to learn more about the different types offered.
Annuities
Annuities can provide a series of payments that typically start at retirement and continue for the rest of the contract owner's life. Click here to learn more.
401(k)
A 401(k) plan allows you to postpone receiving a portion of your salary until you retire. Click here to learn more.
*Check the background of this investment professional on FINRA's BrokerCheck. Click here for FINRA website and click here for SIPC website
*Securities offered through Securities America, Inc. Member FINRA/SIPC, William T. Zimmer, Registered Representative, Advisory Services offered through Securities America Advisors, Inc. William T. Zimmer, Investment Advisor Representative. Zimmer Insurance Group and Securities America Companies are unaffiliated. William T. Zimmer is licensed to offer securities in AZ, IA, KS, MO, NE, NV, OK, and WI through Securities America Advisors, Inc. Securities email: William.Zimmer@securitiesamerica.com