Protect. Grow. Thrive.
Helping Clients Master Their Wealth For More Than 45 Years
How We Help
At The Timmermann Group, we help successful business owners and professionals create, grow, and preserve wealth through strategic financial planning. We leverage a combination of both offensive and defensive strategies to protect you from unexpected risks and generate meaningful growth, no matter what’s going on in the markets. From insurance planning to portfolio management and tax strategies, we help you keep more of your hard-earned assets and accomplish meaningful goals.
Our Philosophy
Advanced Estate Planning is much like a chess match with the IRS. The pieces are your assets. You and your family win by keeping what you desire and transferring to your family as many of the “extra” pieces as possible.
The IRS is your opponent, trying to capture as many pieces (assets) as they can in the form of various taxes during your lifetime and upon your death. Most people feel powerless playing against this monolith.
My planning team's job is to empower and assist you and your family in retaining as many of these assets as possible by utilizing them to fully meet your own needs, then moving the excess assets safely past the IRS and directing them to whom you desire and in the manner you wish.
The chess piece is a "white knight." While each chess piece moves in a different manner, most pieces move linearly. The "white knight" is different and has very unique moves when used skillfully and strategically. It can be extremely effective in protecting other valuable chess pieces, especially the "King and Queen." In chess, the player with the "white" pieces is allowed the first move, taking action for themselves.
Illinois Office
205 N Main Street
Breese, IL 62230
Jerry - Phone & Text: 618-526-2246
Austin - Phone & Text: 618-726-9487
Fax: 618-526-4387
Missouri Office
Three City Place Drive, Suite 690
Creve Coeur, MO 63141
Phone: 314-241-2644
Fax: 618-526-4387