Helping you Lead a Life of Greater Financial Security and Personal Success
Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.
Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment Management, LLC. I received my BA...
Hello, I’m Anurag Sahay, Investment Advisor Representative at Sims Investment Management LLC. I recently completed my MS in Finance from the...
Hi, I'm Jerry Allen Taylor. I'm a fourth-generation Cincinnatian who grew up in Westwood and I graduated from the School for Creative and...
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about two years ...
If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best ways to be prepared for the cost of college is to start saving early.
Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals during your working years.
Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort.
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