Financial Planning Services
Financial Planning Services
We take the time to understand what’s most important to you and your family.
Our plans are designed with a multi-generational perspective, ensuring your wealth serves your family’s needs both today and into the future.
Financial Planning Services
Personal Financial Planning
- Detailed Roadmap: We help individuals and families create a clear roadmap to achieve financial goals.
- Comprehensive Analysis: Our team carefully reviews your overall financial situation.
- Goal Setting: Our guidance helps you set realistic, achievable financial goals.
- Customized Plan: We develop a personalized plan to ensure your long-term financial stability.
Retirement Planning
- Retirement Needs Evaluation: We help you assess your specific retirement needs and goals.
- Strategic Plan: We create a customized plan to help you accumulate the necessary funds for a secure and enjoyable retirement.
Investment Planning
- Tailored Investment Strategy: We develop a strategy suited to your risk tolerance and financial goals.
- Asset Allocation Guidance: We advise how to allocate your assets for best results.
- Portfolio Management: We manage your portfolio to ensure it stays in line with your goals.
- Investment Selection: Selecting investments that optimize returns while carefully managing risk.
Tax Planning
- Thorough Financial Analysis: We assess your financial situation to uncover tax-saving opportunities.
- Tax-Saving Strategies: We implement strategies to comprehensively reduce your tax burden.
- Liability Minimization: Our approach helps you unlock greater savings and minimize tax liabilities.
Estate Planning
- Control Over Asset Distribution: Ensure your assets are distributed in line with your intentions.
- Beneficiary Designation: Set up clear designations for your beneficiaries.
- Estate Tax Minimization: Develop strategies to reduce estate taxes and preserve wealth.
Education Planning
- Future Education Planning: Prepare for the educational needs of your children and grandchildren.
- Cost Evaluation: Assess estimated education expenses.
- Savings Plan Development: Create a tailored savings plan to cover future education costs.
What To Expect When Working With SIMA Wealth Partners
Discovery Meeting (30-60 minutes)
During our first meeting we will discuss your goals, priorities, and investing history.
Risk Assessment
From there, we will email you a short questionnaire to complete.
Portfolio Review Meeting (30 minutes)
Together, we will look at your risk assessment and discuss investment recommendations.
New Account Paperwork
Now that we have a plan, it’s time to complete some paperwork. We will walk you through all the necessary forms, many of which can be signed electronically.
Account Transfer
Once we have all the new account paperwork it typically takes 7-10 business days for assets to transfer.
Client Portal Setup
We then setup your own portal where you can view your customized portfolio online.
Progress Check-In
Now that your account is setup, we are here to answer any questions you may have. We are always making sure everything is running smoothly and checking in with you regularly.
Wealth Planning Solutions
Work with SIMA for your Wealth Planning Solutions.
Start Planning Your Financial Future Today
We focus on integrating your financial decisions with your broader life and legacy goals, building a forward-thinking plan that instills clarity and confidence.
Get started today on a plan to maximize your financial future by contacting SIMA Wealth Partners today.
