TRUSTED FINANCIAL PLANNING
ALIGNED WITH WHAT MATTERS MOST
THE MISSION
Reduce financial stress and help you realize the full benefits of your hard work and success.
THE PHILOSOPHY
Wealth is not the end goal but rather a tool to live and intentional life, one aligned with your values, priorities, and relationships. Our approach helps to create clarity, reduce stress, and focus on what matters most.
THE FIRM
​​We are a professional yet relaxed firm that has high integrity and a desire to see you thrive.
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We are Fiduciary and Fee-Only. This means that we don't sell products, we don't get paid commissions, and we don't receive referral fees. Instead we seek to reduce conflicts of interest in order to have a more objective relationship with our clients.
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We are located in Erie, Colorado and serve clients both locally and nationally.
WHY DO SMART AND CAPABLE INDIVIDUALS
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
WHAT CLIENTS ARE SAYING
Testimonials are based on unique experiences from clients and are not representative of all client experiences. Simmons Investment Management reached out to all clients requesting voluntary feedback. Clients were not provided any compensation for their review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.