Our Services

You’ve worked a lifetime preparing for the next step, and we are here to ensure that next step is everything you want and need it to be.

How we Can Help You

Click "learn more" to read about the services we have to offer.

ANNUITIES

ANNUITIES

Annuities are arguably the most common, most utilized, yet most misunderstood financial products available to consumers today.
Learn More

LIFE INSURANCE

LIFE INSURANCE

When people think of life insurance they typically think of term insurance: Paying a fixed premium on a monthly basis for a guarantee* ...
Learn More

INCOME PLANNING

INCOME PLANNING

With less companies offering pensions and well defined benefit plans, it has become rare for anyone have a future income stream that he or she can...
Learn More

TAX PLANNING

TAX PLANNING

Tax changes may cause anyone to panic at retirement age. However, planning ahead for tax time can save you money and reduce stress for the upcoming year...
Learn More

TAX MINIMIZATION STRATEGIES

TAX MINIMIZATION STRATEGIES

Recognizing, that an investor, shouldn’t pay a cent more in taxes than necessary. At Simmons Financial, we have the ability...
Learn More

RETIREMENT PLANNING

RETIREMENT PLANNING

Having worked so hard for the past decades, being disciplined in saving, and experiencing the ups and downs of the stock market, you have reached the top of the mountain...
Learn More
X
X