Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. Sims & Karr Financial Solutions wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Your Process

Your Process

We create strategies tailored to your goals.

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Our History

Our History

We're prepared to guide you through life's transitions. 

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Shared Values

Shared Values

We operate our business with ethics and integrity.

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Resources

Resources

Let's talk about your investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with Sims & Karr Financial Solutions, you're part of the family. Our team of professionals has years of experience in financial services. We can help you address your needs today and for many years to come.

Helping Clients Invest In Their Financial Dreamd

Helping Clients Invest In Their Financial Dreamd

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) distribution options, retirement planning, college planning, mutual funds, estate planning, long term care insurance, and many other financial concerns. We look forward to seeing you!

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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