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, Associate at Sims Investment Management LLC. I recently completed my MS in Finance from the University of...
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, the newest member of Sims Investment Management. I graduated in May of 2018 from Northern Kentucky University with a BA...
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education.
© 2020 Sims Investment Management, LLC. All rights reserved.
