Explore Your Financial Playbook

Are you using the right tools and strategies to get you from here to your financial goals? We’ll help you navigate the options.

We want to help you enjoy spending money in retirement

Unlike many advisors who encourage a retirement savings plan, Eric Nimmer takes a different approach: While he understands that saving enough for retirement is important, he likes to focus on helping people develop a game plan for retirement spending.

“I don’t want clients to procrastinate on the enjoyable things in retirement,” Eric says. “I want you to spend money on travel, time with your grandkids and doing the things you love.”

To design your custom Retirement Spending Playbook, Eric will focus on these four areas:

  • 1. Tax Map

  • 2. Income/
    Conversion Plan

  • 3. Portfolio Analysis

  • 4. Custom Financial Plan

Let’s get started on your Retirement Spending Playbook. Schedule a visit by calling 435.523.3977 or emailing help@nimmerfinancial.com today.

We can also refer you to professionals who provide the following services:

Trusts       Probate       Charitable Giving       Estate Planning       Tax Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Advisory services through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.