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Understanding the SECURE Act The Long Run: Women and Retirement When Markets React Your Financial Partners Retiring the 4% Rule
HOW WE DO BUSINESS 

HOW WE DO BUSINESS 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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WHAT WE CAN OFFER YOU

WHAT WE CAN OFFER YOU

We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Our team approach offers a range of services to provide more benefits to our clients.

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HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS

HELPING CLIENTS INVEST IN THEIR FINANCIAL DREAMS

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! 

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ARE YOU RETIREMENT READY?

ARE YOU RETIREMENT READY?

 

At Sims & Karr Financial Solutions, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

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