Preparing for an Early or Unexpected Retirement
Submitted by Sims Investment Management, LLC on June 17th, 2021More Americans are retiring earlier than you might think
Our Why
Helping you Lead a Life of Greater Financial Security and Personal Success
Investments
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.
Your Finances
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
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.
AWMA®, CRPC®, CES
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...
Cincinnati OH Area Solicitor President of Integrated Financial Strategies
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...
Executive Administrative Assistant
Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about two and a half...
Latest Blog Posts
More than Finances: The Benefits of Holistic Advice from Financial Professionals
Submitted by Sims Investment Management, LLC on June 10th, 2021When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life.
Living the Dream: How to Plan for Your Ideal Retirement
Submitted by Sims Investment Management, LLC on June 3rd, 2021What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home.
