Our firm has had the privilege of working with four generations of one family, and two or three generations of many other families. These long term relationships reflect our clients’ trust in us and our ongoing commitment to our clients.
Because of our independent consultative approach, we act in an advisory capacity to many CPAs, attorneys and financial advisors. We believe our clients are best served when their legal, tax, financial and insurance advisors work as a team to best meet our clients’ needs.
"THE REVIEW AND RESULTING REPORT WAS WORTH THE INVESTMENT OF TIME AND DOLLARS"
"We were fortunate enough to engage you in a review of our life insurance policy portfolio. This was brought on by some level of concern over the financial stability of some of the insurance companies…We were, I think, fortunate to have done this and to have chosen your company to perform this work for us. I found the quality of the review to be detailed and extremely professional.
We will probably want to go through this review process from time to time going forward and we look forward to continuing to work with The Zimdars Company as we do this. The review and the resulting report was worth the investment of time and dollars that we put into this project and has elicited information that will assist us going forward. We are most appreciative of this fine effort."
Russell N. Howes
Vice President for Legal Affairs
University of Wisconsin Foundation
“HIS CONSULTING SERVICES...SAVED MY CLIENTS SIGNIFICANT SUMS IN LIFE INSURANCE COSTS”
“John Zimdars and I worked closely to develop a presentation to the State Bar of Wisconsin entitled, “The Lawyer's Guide To Understanding Life Insurance.” This presentation was televised to attorneys statewide and was very well received. In helping to develop this program, John demonstrated his knowledge of life insurance policy designs, and their strengths, weaknesses and appropriate uses. His consulting services to me and my clients have saved my clients significant sums in life insurance costs.”
Richard Langer, Esq.
Senior Estate Planning Attorney
Michael Best & Friedrich, Madison, Wisconsin
"MY CLIENT WAS VERY PLEASED WITH THE RESULTS"
“I have worked with John Zimdars and have seen the results of his Life Insurance Portfolio Management System. His services improved the tax effectiveness and decreased the cost of my client's life insurance program. My client was very pleased with the results.”
E.G. Schramka, CPA, JD
SVA Certified Public Accountants, SC, Madison, Wisconsin
"HIS ANALYSES AND RECOMMENDATIONS ARE WELL DOCUMENTED, CREATIVE, AND ACCURATE"
“John Zimdars has shown me the value of his Life Insurance Portfolio Management System. His product knowledge and his independent assessments have helped me and my clients understand their choices to make the best use of their life insurance resources as a component of their overall business and estate plans. In many cases, with John’s assistance, my clients were able to substantially improve their life insurance portfolio with no added costs, and in some cases with significant savings. His analyses and recommendations are well documented, creative and accurate.”
David Reinecke, Esq.
Senior Estate Planning Attorney
Foley & Lardner, Madison, Wisconsin
"JOHN ZIMDARS HAS BEEN VERY HELPFUL TO ME AND MY CLIENTS"
“John Zimdars has been very helpful to me and my clients to solve their life insurance problems. He has developed creative solutions to eliminate costly life insurance policy loans without having to make large payments that interfere with my clients' cash flow and gifting objectives. He is very effective at helping my clients identify the objectives for their life insurance portfolio and the most cost effective ways to accomplish these objectives.”
Thomas Johnson, CPA
McGladrey LLP, Madison, Wisconsin
"JOHN ALWAYS EXPLAINS HIS ANALYSIS IN A WAY THAT MY CLIENTS CAN UNDERSTAND"
“John Zimdars has been an important team member in our work with clients. He works with me and my clients to identify their short and long term life insurance needs. Then, he evaluates my client's existing insurance to see how well it fits those needs. His recommendations include term insurance, permanent insurance, existing insurance, and new insurance when it is appropriate. John always explains his analysis in a way that my clients can understand, and he approaches each situation on an independent basis without bias for any product or outcome.”
Dennis Breunig, CPA
Smith & Gesteland LLP, Madison, Wisconsin