TRUSTED FINANCIAL ADVICE
FOR ENGINEERS AND TECH PROFESSIONALS
We help our analytical clients and their families to offload money-related stress, rise above risk aversion, and implement a plan to enjoy the benefits of their hard work and success.
OUR CLIENTS
WORKING PROFESSIONALS
You want to offload managing your investments to focus on your career and family
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You feel now that you have a significant amount of money, you'd like to have a professional managing it
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You're interested in exploring early retirement, semi-retirement, sabbaticals, or a career change
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You work for a startup or in a volatile sector and need to plan for a sudden loss of income
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 what your unique retirement will look like for you
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You are wondering what healthcare coverage options you have
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You're worried about what might happen if the stock market experiences a downturn
ALREADY
RETIRED
You'd like to drop the stress and worry of managing your money to instead focus on your family and hobbies
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You want a plan to maximize the amount of money you can spend in retirement
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You're wondering how to actually withdraw from your investment accounts
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You need to make sure you don't run out of money in retirement and would like to leave something for your family
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TRUSTED FINANCIAL ADVICE
Kyle Simmons, CRPC™, 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.
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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.
