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Welcome to The Sims Financial Group, Inc.
The Sims Financial Group, Inc. is an independent wealth management firm comprised of experienced financial professionals dedicated to helping you achieve your goals. We have a proud history of serving our community by assisting individuals, families, professionals and businesses in all areas of financial management, including:
College and Education Funding
Recommending investment and accumulation strategies to help you pay for your children's education including exciting alternative strategies and scholarships.
Retirement Planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Risk Management and Insurance
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Tax Management
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Estate Planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.
Employee and Executive Benefits
Helping your business attract and retain qualified employees through benefit packages.
We invite you to explore the resources available on our website and contact of office to schedule your complimentary consultation.
Newsletters
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Interest Rates and the Economy
Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?
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HOT TOPIC: 1040 Postmortem: Making Sense of Your Taxes and Withholding
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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HOT TOPIC: Keeping an Eye on Corporate Debt
This article looks at credit quality in the corporate bond market and the potential impact on fixed-income portfolios.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.