304 North Main Street,
1. Complete our Retirement Planning Profile
Our Retirement Planning Profile is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first step in organizing your financial future. At Sims & Karr, our mission is to help you work toward your financial goals. The information you provide in this questionnaire will assist us in making suitable recommendations for your particular situation.
Option 1: Electronic Form - click here to complete and submit the profile online
Option 2: Paper Form - Retirement Planning Profile fillable PDF - click here. When complete, email to SimsandKarr@LPL.com or fax to 864.879.0373.
2. Bring the following to your appointment: