Sims & Karr Financial Solutions
The Financial Advisors at Sims and Karr Financial Solutions offer financial services and retirement planning throughout greater Greenville, SC. Located in Greer, SC, Sims and Karr is the Endorsed Local Provider for Dave Ramsey providing solutions for, but not exclusive to, investments, retirement and estate planning, long-term care, as well as college planning.
When making plans for retirement, or looking for advice on investing, you need to speak with someone "with the heart of a teacher." Our LPL Financial Advisors give you the time and helpful information you need to understand all your options and make the best choices to fit your situation and goals. It is our honor and commitment to provide you with quality service and objective advice. As the Endorsed Local Provider (ELP) for Dave Ramsey in this area, we guide our clients on a path of wise financial decisions for today that will lead to effective wealth management.
We take a team approach to add a broader perspective to all we do, providing increased benefits to our clients.
Our team at Sims and Karr Financial Solutions can help you address:
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
We can also answer your questions, including:
Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
Our experienced LPL Financial Advisors, Roger Sims and Jason Karr, have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation and needs.
There is no cost to meet with us to discuss your needs with investments, 401(k) rollovers, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial concerns. We look forward to seeing you!
Call us today to schedule an appointment at (864) 879-0337 or contact us using the forms to the left!
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