Our Services
Listed below are services that are offered by The Sims Financial Group, Inc:
- SEP IRA
- Traditional IRA
- Roth IRA
- 412(i) Plans
- SIMPLE Plans
- 401(k) Plans
- 403(b) Plans
- Pension / Profit Sharing
- Term Life Insurance
- Universal Life
- Equity Index Life
- Survivorship
- Whole Life
- Final Expense
- Disability Income Protection
- Long Term Care Insurance
- Legacy Plans
- Survivorship Plans
- Probate Consultation
- Key Person
- Executive Bonus
- Deferred Compensation
- SERP
- Health
- Dental
- Group Life
- Vision
- Disability Plans
- Worksite Benefits
- 125 Cafeteria Plans
- SAGE Tuition Rewards
- Scholarships
- Worksite ‘Lunch and Learns’
- Faith-based Groups
- Retiree Groups
- Parent Groups
- SEP IRA
- Traditional IRA
- Roth IRA
- 412(i) Plans
- SIMPLE Plans
- 401(k) Plans
- 403(b) Plans
- Pension / Profit Sharing
- Term Life Insurance
- Universal Life
- Equity Index Life
- Survivorship
- Whole Life
- Final Expense
- Disability Income Protection
- Long Term Care Insurance
- Legacy Plans
- Survivorship Plans
- Probate Consultation
- Key Person
- Executive Bonus
- Deferred Compensation
- SERP
- Health
- Dental
- Group Life
- Vision
- Disability Plans
- Worksite Benefits
- 125 Cafeteria Plans
- SAGE Tuition Rewards
- Scholarships
- Worksite ‘Lunch and Learns’
- Faith-based Groups
- Retiree Groups
- Parent Groups
*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.
**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.
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We invite you to explore the resources available on our website and contact our office to schedule your complimentary consultation.