Donna W. Timmerman

Donna W. Timmerman

Retirement Planning Specialist

Phone: (516) 358-3973
E-mail:
 

 DONNA TIMMERMAN

After decades of owning and operating businesses, I have developed a practical understanding of the challenges business owners face, as well as the need for individuals to work towards their financial independence and security. With a background in education and law, my goal is to help people to develop wealth management programs focused on accumulation, preservation and distribution of their assets in the most tax efficient manner.

As a way of connecting my educational background with professional experience, I focus part of my practice on working with employees of school districts setting up retirement planning, life insurance, and college savings for them and family members. I pride myself on providing a high level of service and attention to each and every client I advise.

Furthering my education, I became a Retirement Planning Specialist, a title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. Additionally, in 2011 I joined Equinox Financial Partners, aligning myself with other financial advisors who share a similar strong work ethic and creative problem solving skillset. I have also been recognized as a member of the National Leaders Corp, a Centurion award recipient, and a qualifying member of the Million Dollar Round Table (MDRT), an organization that represents excellence among life insurance professionals worldwide.

Active in my community, I am a proud supporter of the League for Animal Protection, the North Shore Animal League, and as a member of Equinox Financial Partners, the American Cancer Society. My long term goal is to always remain a valuable resource to my clients, as I believe that the best compliment they can give me is to refer me to their friends, family and associates.

 

 

*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania


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