Marriage and business partners, Susan and Steve Zimmerman, co-founded the firm as Zimmerman Financial Group in January, 1988. Their early mission regarding your financial assets has remained consistent: to deliver comprehensive financial planning services that help you organize your finances, clarify and calculate what it takes to fund your goals, and get the money in place to achieve them.
As our firm grew, along with our experience and credentials, we added services to help with your “human assets.” Human assets are the non-financial matters that are a critical component of life long planning. They include your values, talents, interests, important relationships, and peace of mind.
Founded in 1988 by Steve and Susan Zimmerman