We warmly welcome you 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.

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

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.