Our Mission & Values

"Our goal is to improve the financial well-being of others locally, regionally, and globally. Our success is measured by how well we enhance our clients' lives."

The team approach

Teamwork allows us to work together towards the common vision of helping our clients find custom solutions to their financial planning needs.

Our strategy is to leverage the individual talents of each member of Simmons Capital Group to provide exceptional service, comprehensive advice, and support to each and every client. We believe that we are stronger as a team than as individuals. We all strive to understand our clients’ individual needs and ensure consistent accessibility to service those needs.

With over 30 years of experience working with individuals preparing for and living in retirement, the members of Simmons Capital Group have navigated the treacherous and tumultuous environment of the '80s, '90s, and 2000s. As fee based consultants, we focus on educating our clients about available strategies and options to allow them to make well-informed financial decisions.

 


OUR INVESTMENT PHILOSOPHY

As a team comprised of independent adviser representatives we have spent years honing our skills and seeking out the finest resources to develop the solutions that best match our clients’ unique personalities and objectives. Our primary expertise lies in portfolio design and management. At Simmons Capital Group, we understand that the decisions leading up to retirement are critical, and we believe that the implementation of investment risk management strategies is the key to sustaining a comfortable lifestyle in retirement. 

Our investment methodology focuses on strategic asset allocation with special attention given to minimizing risk and seeking to provide consistent, competitive returns. We strongly believe that a portfolio diversified across non-correlated asset classes will likely fare better during periods of economic turmoil, helping our clients attain their financial goals and objectives. 

Utilizing advanced investment strategies, proven tax planning techniques, and industry-tested technologies, we seek to deliver exceptional service to clients of all ages and income levels.