Services

Listed below are services that are offered by The Sims Financial Group, Inc:

College and Educaton Funding

  • SAGE Tuition Rewards
  • Scholarships
  • 529 College Plans *  
  • Coverdell / ESA Plans *

Retirement Planning

  • SEP IRA
  • Traditional IRA
  • Roth IRA
  • 412(i) Plans
  • SIMPLE Plans
  • 401(k) Plans
  • 403(b) Plans
  • Pension / Profit Sharing

Risk Management and Insurance

  • Term Life Insurance
  • Universal Life
  • Variable Universal Life *
  • Equity Index Life
  • Survivorship
  • Whole Life
  • Final Expense
  • Disability Income Protection

Investment Planning *

  • Mutual Funds
  • Stocks
  • Bonds
  • ETFs, REITs, etc.
  • Real Estate Limited Partnerships
  • Managed accounts
  • Variable Annuities
  • Variable Life Insurance

Tax Management **

  • Charities
  • Non-Profit Organizations
  • Endorsements
  • Foundations

Estate Planning

  • Long Term Care Insurance
  • Legacy Plans
  • Survivorship Plans
  • Probate Consultation

Employee and Executive Benefits

  • Key Person
  • Executive Bonus
  • Deferred Compensation
  • SERP

Group Insurance Plans

  • Health
  • Dental
  • Group Life
  • Vision
  • Disability Plans
  • Worksite Benefits
  • 125 Cafeteria Plans

High Net Worth Services

  • Fee Only Financial Planning
  • Estate Conservation Analysis

Seminars ***

  • Worksite ‘Lunch and Learns’
  • Faith-based Groups
  • Retiree Groups
  • Parent Groups

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

* Any investment advice and/or investment products are provided by those duly licensed and authorized to offer such advice and/or products.  

** We are not accountants, CPAs or tax professionals. Any tax advice is given by tax professionals that have with whom we have a professional relationship.

*** Seminars can be held at your workplace or in our offices. We also have E-Seminars on this site that is available 24 hours a day.