Objectives

Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. The Sims Financial Group, Inc. uses a defined financial planning process, setting expectations, identifying needs, refining goals, and implementing strategies. The six integrated stages of this process are: 

 

1. Establishing financial goals and objectives             

2. Gathering  Data  

3. Process and analysis of information

4. Recommendations for achieving goals and objectives. 

5. Implementation of recommended financial strategies      

6. Monitoring and periodic review of implemented strategies                             
                                                    

We invite you to explore the resources available on our website and contact of office to schedule your complimentary consultation.