Sharon Zimmerman

Practice

As a Wealth Management Advisor at Northwestern Mutual Wealth Management Company I help busy, successful people create greater financial security by working with them to identify their financial goals, suggest strategies to help achieve those goals. Some highlights of this work include: * Creating a financial plan consistent with the clients unique risk tolerance, time horizon and goals. *Determining a diversification strategy using asset allocation analysis. * Rebalance the portfolio periodically to remove emotion from the decision making process. * Use professionally‑selected, quality investments designed to match the clients asset allocation strategy. * Recommend insurance solutions to solve for clients risk based needs in areas of life, disability and long term care insurance.

Areas of work

• Analyzing existing life insurance coverage for continuing relevance to the estate plan
• Charitable gift planning
• Developing strategies to minimize potential estate and gift taxes
• Developing plans to conserve assets during lifetime and at death
• Proposing life insurance solutions consistent with estate plans
• Retirement distribution planning
• Succession planning
• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.