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, the newest member of Sims Investment Management. I graduated in May of 2018 from Northern Kentucky University with a BA...
Latest Blog Posts
Social Security Facts for 2019
Submitted by Sims Investment Management, LLC on November 7th, 2019As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than retirement income. Along with providing a small income to millions of seniors, Social Security also provides life insurance as well as survivor benefits.
What Are Your Planned Giving Options?
Submitted by Sims Investment Management, LLC on October 31st, 2019Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so.
