SERVICES

There’s a notion that wealth is a destination.

Truth is, it’s the start of a journey all its own.

You spend years pursuing financial independence and then, through hard work and some smart decisions, you achieve it. But for all the answers a lucrative career or business provides, success breeds at least as many questions. Just like your home, your business, and your relationships, financial wealth demands knowledge and attention to detail. At the Timmermann Group, we offer you a vast depth of experience, insight and services to help you navigate your journey.

 

Estate and Legacy Planning
Through collaboration with you and your other advisors, we can assess the impact of state and federal taxes on your estate and suggest strategies designed to minimize those taxes, while meeting your personal philosophies and family needs.

Wealth Management and Retirement Planning 
The Timmermann Group designs and implements a variety of accumulation and retirement income plans, offering  insurance products, investment programs ranging from separately managed portfolios of stocks and bonds to mutual funds,  and access to third-party wealth management programs. We offer a consistent process to ensure management of investment assets according to your risk tolerances and expected returns investment goals. We then monitor your plan on a continual basis, and adjust and evolve as your needs change.

Business Succession and Exit Planning
Your life’s work is often one of your most valuable assets. We’ll help you find ways to protect that asset and ensure its viability well into the future.

Family Protection
We help you identify financial strategies and retirement income plans that can help you accumulate assets for the future, shield your business and personal assets from liabilities, and safeguard asset transfer to children and grandchildren.

Executive Benefits
Most businesses are successful due in large part to talented executives. At the Timmermann Group, we can suggest a variety of benefit packages to help you retain key employees and attract new ones.

Philanthropy
We can help you design and execute a charitable giving plan that can meet your personal and philanthropic goals while minimizing your tax burden.