Sims & Karr Financial Solutions was established in January 2008 by Roger Sims and Jason Karr. Roger and Jason worked together as financial advisors in a bank environment for several years and then established the firm in a historic home on North Main Street, creating a "family feel" for staff and clients alike.
As an independent firm, we can "hand pick" appropriate investments and other financial products according to each individual's goals and risk tolerance. We are pleased to be able to offer unbiased financial advice through our broker/dealer, LPL Financial, the #1 independent broker/dealer* in the nation.
We take a team approach to add a broader perspective to all we do, providing increased benefits to our clients.
Our team at Sims & Karr Financial Solutions can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
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!
*As reported by Financial Planning magazine June 1996-2022, based on total revenue.
