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.

Our Team

Managing Member and Investment Advisor Representative

Hi, my name is Cory Sims and I am the Managing Member and Investment Advisory Representative for Sims Investment...

Executive Administrative Assistant

Hi, I'm Sydney Engle, administrative assistant at Sims Investment Management. I've been with the company for about three...

Investment Advisor Representative

Hi, I’m Ryan Atkins, Investment Adviser Representative with Sims Investment Management, LLC. I graduated from the...

Investment Advisor Representative

Hi, my name is Blake Bagshaw, and I’m an Investment Advisor Representative here at Sims Investment Management. I was...

Latest Blog Posts

Approximately 70 million retired Americans collect Social Security benefits. Of those retirees, 8 million also collect Supplemental Security Income (SSI). But Social Security is more than retirement income. It also provides life insurance and survivor benefits. Even if retirement is a few years away, you can still benefit from the resources and information provided by the Social Security Administration. Understanding how much you benefit can help you when planning your retirement finances. The 2022 Cost...
All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s important to plan accordingly for how you will be taxed to get an accurate picture of your financial health. Here’s what you need to know about taxable income in retirement. Social Security Benefits One thing that many retirees may not realize is that they can...
You’ve spent many years building your business from the ground up, working through the highs and lows of entrepreneurship. Now, as you’re nearing retirement age, it’s time to think about what will happen to your business when you’re no longer working. And while you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected—whether it’s because of health, a sudden downturn in business...

We manage assets for individuals and families, providing investment management, and financial planning services.