Eric J Zimmerman

09/01/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. I can assist you in planning your transition to help preserve value and reflect your vision.

08/31/2026

As we enter the second half of 2026, strong earnings, AI innovation and a resilient economy continue to support markets. But with expectations running high, investors may face more volatility in the months ahead. Let’s connect if you’d like to discuss risks and potential opportunities in this changing environment.

Find out why markets may need to clear a higher bar in the back half of the year.

08/28/2026

The best summer memories are made around a campfire with toasted marshmallows!

08/27/2026

Plan for the future of your business. Join our exclusive webinar to gain practical insights into helping achieve your financial goals and developing effective business transition strategies.

Learn how to enhance your company’s value and set it on a path to long-term success.

08/26/2026

How much more can we achieve when every voice can be heard? Women’s Equality Day recognizes the progress made, the determination shown, and the possibilities created through equal opportunity.

08/25/2026

The economy is showing resilience, but risks remain. Let’s connect if you’d like to discuss how the evolving economic landscape may affect your personal portfolio.

4 economic forces driving growth — and 4 risks to watch.

08/24/2026

Together is our favorite place to be. Here’s how we celebrated Mother’s, what about you and yours?

08/21/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

08/20/2026

When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. Join me where we'll discuss what leaving a legacy means and how we can help to work through important financial issues with your family and loved ones.

08/19/2026

Summer concert nights in Lexington, Michigan. Nothing beats good music under an open sky.