Sims & Karr Financial Solutions
Your choice for Financial Services
Tailored Wealth Management
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.
We create strategies tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
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.
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!
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.
(864) 879-0337 ext 110
LPL Financial Advisor, WMCP®
(864) 879-0337 ext 114
LPL Financial Advisor
Director of Operations
(864) 879-0337 ext 117