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Core Concepts

Thinking Beyond

Thinking Beyond...


Many Estate Planning professionals practice within a very narrow framework and, consequently, only achieve limited success in accomplishing all of the client's goals and objectives. The Timmermann Group, on the other hand, doesn't allow itself to be bound by conventional wisdom. We are continually working to stay on the cutting edge of financial advice, which requires us to constantly be...Thinking Beyond.

...The Traditional

"Thinking Outside the Box - True Brainstorming - Spontaneity - Originality - Inspiration - Connecting Thoughts and Ideas - Helping You Discover the Unexpected"

Our firm does not limit itself to only the common and traditional approaches to wealth accumulation and estate planning. We bring numerous unique and innovative methods and options to the table as well. Introducing such powerful, but often neglected, methods and techniques enables us to achieve extraordinary results for our clients.

...Estate Taxes

"A Blank Canvas - Approaching things from a fresh perspective - Considering the options - Weighing the possibilities - Envisioning the potential"

At death, a significant portion of your family wealth must be relinquished to support the general welfare of our country, what we call your Social Capital. Fortunately, the IRS gives you a choice for distributing this Social Capital via Involuntary Philanthropy (taxes) or Voluntary Philanthropy (giving).

With creative planning, there are techniques that can be utilized to maximize the amount of wealth that passes to your family and minimize the amount that is paid in taxes. The family wealth leverage achieved here is both incredibly powerful and extremely satisfying.

...Capital Gains Taxes

"Blue Sky - No-holds-barred thinking - Uninhibited imagination - Think - Wonder - What if? - Helping you recognize your opportunities - Explaining your options - As limitless as the sky."

A "looming" tax that is constantly hindering people from freely repositioning their assets and allowing them to earn the highest possible return on their investments is the Capital Gains Tax. Tragically, many people do not know that there are ways to minimize the amount of Capital Gains Tax that must be paid. We can, along with your tax advisor, work with you to put into place strategies that may be able to help reduce the amount of Capital Gains Taxes that must be paid now and in the future. These techniques create powerful, new investment possibilities.

...Your Own Lifetime

"Vision - We help you see the big picture - Perpetuating your hopes, dreams, and ideals - Establishing your legacy - Considering your family's future - Visionary thinking."

Most people's children are the primary objects of their life’s work. Unfortunately, very few parents have taken the time to seriously consider and effectively plan for how to best transfer their family wealth to their heirs so as to bless them and not ruin them.

Our firm can help you decide from the multiple possibilities how to appropriately structure the distribution of your family wealth to do the greatest good for those you love.

During our Discovery Process, we can help you identify your life’s purpose and establish family goals. We express your developed objectives in a written family mission statement. Lastly, we enable you to establish your legacy for your lifetime and for generations to come.

...Your Own Family

"Foresight - Helping you focus your thinking - Looking beyond yourself - Contemplating the possibilities - Catching the vision - Seeing the good you can do."

Many wealthy Americans have not typically made philanthropy a major part of their lives, generally for three main reasons: they do not consider themselves wealthy enough to give a major portion of their wealth away to charity, they are not interested in reducing their current lifestyle and they do not want to diminish their inheritances to their children.

What you may not realize is by going through our personalized results driven process, we can look for ways to help make philanthropy part of your future plans while also working to preserve your wealth for your family. This is the part of the wealth advisory process that’s both fulfilling and exciting.

Illinois Office


205 N Main Street
Breese, IL 62230
Phone & Text: 618-526-2246
Fax: 618-526-4387

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Missouri Office


Three City Place Drive, Suite 690
Creve Coeur, MO 63141
Phone: 314-241-2644
Fax: 618-526-4387

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Disclosure

Jerome Timmermann is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, TN, TX, VA, WI, and WV. No insurance business may be conducted outside the states referenced.

Jerome Timmermann is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 205 N Main St, Breese, IL, 62230, 618-526-2246. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, SD, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Jerome Timmermann is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CO, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, OH, PA, SC, SD, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Jerome Timmermann is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

The Timmermann Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither The Timmermann Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Logo- prescroll in black
  • ABOUT OUR FIRM
    • Meet Our Team
    • Strategic Resources
    • Third Party Resources
  • WHAT WE DO
    • Our Client-Centric Process
    • Areas of Expertise
  • CORE CONCEPTS
    • Thinking Beyond
    • Micro vs. Macro Advising
    • Life Plan for Your Business
  • CLIENT EDUCATION
    • Guideposts
    • Video Library
    • Our Blog
  • CLIENT ACCESS
  • CONTACT US
  • SCHEDULE A MEETING

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