TRUSTED FINANCIAL ADVICE
FOR ENGINEERS AND TECH PROFESSIONALS
We help our analytical clients and their families to offload stress, rise above risk aversion, and enjoy the benefits of their hard work and success.
WHY DO SMART AND CAPABLE PROFESSIONALS
CHOOSE TO HIRE A FINANCIAL PLANNER?
WORKING PROFESSIONALS
You're too busy and need to focus on your career and family
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You'd like to have a professional managing your money now that
it has grown
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You've been neglecting your investments and know that they need to be dealt with
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You want to get clear on your goals and values to understand what you're actually saving money for
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You're a first-generation high-income earner and don't like dealing with money
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You're interested in exploring early retirement, semi-retirement, sabbaticals, or a career change
GETTING
READY TO RETIRE
You want to know "do I have enough money to retire?"
You want to run your plan by a professional to make sure you aren't missing anything
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You'd like to explore your goals and values to understand what your unique retirement will look like
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You are wondering what healthcare coverage options you have
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You're worried about what might happen to your retirement plans if the stock market experiences a
major downturn
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You'd like someone to walk through the retirement transition with you to avoid common pitfalls
ALREADY
RETIRED
You'd like to drop the stress and worry of managing your money to focus on your family and hobbies
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You're facing the complexity of how to actually generate income in retirement in a tax efficient manner
You want a plan to maximize the amount of money you can spend in retirement
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You need to make sure you don't run out of money in retirement
You would like to explore how to increase the amount of volunteering and giving you do as well as explore what type of legacy you might leave
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You want someone to know your finances to be available to support your spouse
WHY CHOOSE SIMMONS INVESTMENT MANAGEMENT?
Kyle Simmons, founder and lead financial planner, worked for over 13 years in the tech industry as an engineer. When you work with him, you’re not working with a product salesman, but rather someone who works and talks like you, taking a logical and efficient approach to investment management and retirement planning. He understands the financial and intellectual benefits of working in the industry as well as the challenges and frustrations. He thinks like an engineer and has the integrity of one too. Unlike most financial advisors, he likes working with analytical types and he's not afraid to dive deep to answer your questions!
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Simmons Investment Management is a fiduciary, fee-only firm, which means we're required to always put your interests ahead of our own. We don't sell products, get paid commissions, or receive referral fees. Many advisors or financial salespeople work for a brokerage or insurance company and are paid commissions or are "fee-based". We believe that our fee-only, fiduciary structure allows us to have a more objective relationship with our clients because it reduces the possible conflicts of interest. We also limit the size of our firm to maximize your support and personalization of advice. If you're shopping around, don't forget to ask how many clients each advisor has!
