Services

Listed below are services that are offered by The Sims Financial Group, Inc:

College and Educaton Funding

SAGE Tuition Rewards

Scholarships

Retirement Planning

SEP IRA Traditional IRA Roth IRA 412(i) Plans

SIMPLE Plans 401(k) Plans 403(b) Plans Pension / Profit Sharing

Risk Management and Insurance

Term Life Insurance Universal Life Equity Index Life

Survivorship Whole Life Final Expense Disability Income Protection

Estate Conservation

Long Term Care Insurance Legacy Plans

Survivorship Plans Probate Consultation

Employee and Executive Benefits

Key Person Executive Bonus

Deferred Compensation SERP

Group Insurance Plans

Health Dental Group Life Vision

Disability Plans Worksite Benefits 125 Cafeteria Plans

Seminars **

Worksite ‘Lunch and Learns’ Faith-based Groups

Retiree Groups Parent Groups

We invite you to explore the resources available on our website and contact of office to schedule your complimentary consultation.

* We are not accountants, CPAs or tax professionals. Any tax advice is given by tax professionals that have with whom we have a professional relationship.

** Seminars can be held at your workplace or in our offices. We also have E-Seminars on this site that is available 24 hours a day.