Welcome to Simmons Capital Group!

We are honored that you have approached us to provide guidance to you in this very important and personal aspect of your lives. We take this responsibility seriously and look forward to building a great relationship over the coming months and years.

A good financial plan includes where you are now, where you want to be, and the journey along the way - similar to a road map. Our job is to be your guide on your journey. Let's start with the steps that will allow us to help build your financial plan.

Prior to our first meeting:

Please take the time to fill out the following questions in this packet. Don’t feel pressured to fill out the entire worksheet, but the more accurate your inputs, the more accurate the output.

At our first meeting:

Please bring the following documents with you:

  • Most recent investment account statements

  • Most recent pay stubs

  • Latest federal and state income tax returns

  • Current value of retirement or pension programs

  • Insurance policies

  • Any other statement or policy you would like us to review