At Simmons Investment Advisors, we serve our clients as advisors, strategists, consultants, and financial confidants. Our clients trust us with their financial lives, and their trust is the most valuable asset we manage. We deliver quality investment advice and act with our clients’ interests and objectives at the forefront of all our decisions.
When it comes to managing your wealth and legacy, you deserve the undivided attention and investment knowledge of a firm that puts your interests first. Our team is committed to providing you with personalized, fiduciary service while keeping our finger firmly on the pulse of the complex and evolving investment environment.
Our team at Simmons Investment Advisors prepares clear and comprehensive income projections designed to answer many of the financial questions you may have in retirement. We develop individual, risk-adjusted strategies to provide income and growth in your portfolio. We constantly monitor the plans adjusting them for life’s unexpected changes. We’ll guide you through answering these questions:
Will you outlive your money?
Will you be able to maintain your lifestyle in retirement?
Should you roll your 401(k) over, or leave it where it is?
How should you structure your pension?
What is the role of Social Security benefits?
Does your investment strategy change now that you are retired?
Do you need to review your beneficiaries and estate plan?
We approach SRI by first sitting down with you to discuss where your values lie. What causes and factors are important to you? What core beliefs drive you in your daily life? How do you want to impact the world? Based on these conversations, we help you create both inclusive and exclusive criteria to support the selection of investments that align with your beliefs. Learn more about our approach to SRI here.
Our goal is to help you pave a path to financial security and success. We harness the power of Wall Street to give you access to a wide range of investment opportunities and options, and help you discern the optimal solutions for your needs and objectives. We work with you to craft a highly personalized financial plan with well-defined, long-term goals. Our team is with you every step of the way through:
Ongoing Management of Your Financial Plan
Our team offers clients assistance and guidance throughout the estate and investment planning processes. Whether you’re interested in buying a second home, determining how to pay for your children’s education, or navigating senior housing, our team is here to serve your family’s needs. We work closely with you and your trusted tax and legal advisors to implement the estate planning strategies that make sense for your particular situation. In collaboration with you and your family, we help develop a plan that communicates your wishes clearly, avoiding common estate planning mistakes and minimizing taxes. Once your plan is in place, our team can help make sure future actions are consistent with your desires and help you assess when changes are required.
From a SEP (Simplified Employee Pension Plan) to more complex defined contribution and defined benefit plans, a business has many different options to choose from when developing an employee retirement plan. Choosing the right plan for your business can be difficult, but our team is here to guide you through your options and help you make the best decision for your business’s needs.