Sims Jr Charles -The Sims Financial Group, Inc

(on ridge lake blvd)
Business Consulting and Services in Memphis, TN
Business Consulting and Services
Financial and Investment Services
Insurance

Hours

Monday
8:00AM - 5:00PM
Tuesday
8:00AM - 5:00PM
Wednesday
8:00AM - 5:00PM
Thursday
8:00AM - 5:00PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

855 Ridge Lake Blvd, #303
Memphis, TN
38120

About

The Sims Financial Group, Inc. is an independent wealth management firm comprised of experienced financial professionals dedicated to helping you achieve your goals. We have a proud history of serving our community by assisting individuals, families, professionals and businesses in all areas of financial management, including:

College and Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education including exciting alternative strategies and scholarships.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Risk Management and Insurance

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Tax Management

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Employee and Executive Benefits

Helping your business attract and retain qualified employees through benefit packages.

Photos

Sims Jr Charles -The Sims Financial Group, Inc Photo

Latest

Investments*Insurance*Retirement Charles Sims Jr. is with Lakina Sidney and 10 others at The Sims Financial Group, Inc. October 10, 2013 · Memphis, TN · Potential to earn more return on your money TAX DEFERRED without risking your principal
Please DO NOT wait until the last minute to check your, friends and family VOTING status!! REGISTER all your children 18 years and older!! 😳 Tennesse is a RED STATE only because we don’t take the time to VOTE!! This election, let’s turn Tennessee BLUE!! 🇺🇸 {PLEASE SHARE} OVR.GOVOTE.TN.GOV :: Tennessee Election Division ::
You can learn how to plan for your retirement even when the market enters periods of extreme and nerve racking uncertainty. 😳 Contact us @: 901-680-7500 SimsFinancialGroup.com
Pre Retirees and Retirees, Do you have a Plan For Everything? * Investments * Income * Healthcare * Taxes * Legacy These are all important components of your financial picture, and you need a plan that covers all of them! Take advantage of a complimentary, no-obligation virtual appointment to learn more about how you can avoid leaving money on the table. Call: 866-687-0790 SimsFinancialGroup.com
Market Alert: Economy posts biggest contraction in 12 years! GDP sinks 4.8% in the first quarter, biggest drop since 2008 and there is worse to come. The economy is likely to contract by 25% or more in the second quarter, with some forecasts putting the decline at a record 40%. Don’t let your life savings succumb to the effects of the recession. The time is now to protect your retirement. Find out how you can protect your assets! Call: 901-680-7500 SimsFinancialGroup.com
COVID-19 has taken a toll on the US and global economy. US stock markets finally ended their longest bull market in history amid coronavirus fears. US stock markets witnessed one of their worst quarters due to COVID-19. The Dow Jones Index recorded its worst first quarter ever. At the beginning of the pandemic, President Trump said that it was a health crisis and not a financial crisis. Currently, the pandemic is more of a financial crisis. Let’s see how the coronavirus could impact the US and global economy. Given the uncertainty in the US stock markets, you may want to review your goals and objectives. Call us at: 901-680-7500 for a complimentary review of your current portfolio, including your 401k, TSP, IRA and other investments. SimsFinancialGroup.com
#BidenHarris2020!🇺🇸 https://youtu.be/qM-R-XOMcLU YOUTUBE.COM Together | Joe Biden For President 2020
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative. http://macdstfinfortrp2020.Eventbrite.com EVENTBRITE.COM Retirement Planning
Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative. http://macdstfinfortrp2020.Eventbrite.com EVENTBRITE.COM Retirement Planning
You have worked many years to accumulate funds for your retirement. You may think you have arrived, because your account is now over 1 Million Dollars! But a misstep now could negate all those years of hard work! We have been working with “Pre-Retirees and Retirees” since 1988. Even if you have not accumulated 1 Million Dollars, contact us for a free, no obligation Retirement Financial Needs Analysis @: 901-680-7500 Local 866-687-0790 Toll Free www.SimsFinancialGroup.com
•Insurance •Retirement •Investments •College Funding •Financial Planning •Estate Conservation Call: 901-680-7500 Local 866-687-0790 Toll Free Our BBB link: https://www.bbb.org/us/tn/memphis/profile/financial-services/the-sims-financial-group-0543-31000092 SimsFinancialGroup.com
EVENTBRITE.COM Retirement Planning Charles Sims Jr. is with Charles Sims at The Sims Financial Group, Inc. November 15 at 9:04 AM · Memphis, TN · HAVE YOU REGISTERED?? 😳🤷🏾‍♂️ Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
Charles Sims Jr. is with Charles Sims at The Sims Financial Group, Inc. November 15 at 9:04 AM · Memphis, TN · HAVE YOU REGISTERED?? 😳🤷🏾‍♂️ Planning for Retirement is one of the most important things we need to do! Please register to attend this free virtual event. You may find it very informative.
A retirement budget 💰 should last, but many times it doesn't. 😳 Many don't know that a 401k/IRA or a LUMP SUM of CASH can generate consistent 💸! Learn how how unexpected costs, Healthcare, Long-Term Care, and longevity play into the story. During your free consultation, you will learn: ✅How a 401k/IRA or a LUMP SUM of CASH can create Lifetime Income with the potential of increasing income. ✅ Earn Potenial Market Returns without Market Risks ✅ Build a solid financial plan by knowing how much money is needed to generate the needed income. ✅ Generate TAX-FREE Income ✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income. ✅ We will discuss 401K Tax-Free Distribution while still employed. To schedule your Free, No Obligation Consultation call: 901-680-7500 Local 866-687-0790 Toll Free SimsFinancialGroup.com
You DO NOT want to have more LIFE than MONEY when you RETIRE! 😳🤷🏾‍♂️ Many don't know that a 401k/IRA or a LUMP SUM can generate a LIFETIME of INCOME! Unexpected Circumstances, Healthcare, LTC, and longevity can play a role. At The Sims Financial Group, Inc, we can help you.. ✅Turn a 401k/IRA or a LUMP SUM into LIFETIME INCOME. ✅ Potential for Increasing Income. ✅ Build a solid Retirement/Financial Plan to know how much money is needed during retirement. ✅ Generate TAX-FREE Income ✅ For those that like safe investments we will discuss the pros/cons/costs of investment vehicles that provide safety and income. ✅ We will discuss “InService Distributions and Required Distributions. Call us today to schedule a Free/No Obligation Retirement/Financial Consultation. 901-680-7500 Local 866-687-0690 Toll Free SimsFinancialGroup.com
Take advantage of our Free/No Obligation Financial Needs Analysis. Call: 901-680-7500 Local 866-687-0790 Toll Free SimsFinancialGroup.com EXPIRES MAR 31, 2021 Free Financial Needs Analysis
You have worked too long and hard to accumulate the money you have invested for your future!! At The Sims Financial Group, Inc, we have products and strategies that will allow you to earn potential gains in the market, without losing your money during market downturns! We can also help you to create a stream of Lifetime Income, with the potential for increasing income. If you have a Spouse, you can guarantee that the income will continue for their Lifetime should you predecease them. For a free, no obligation virtual, phone or in person appointment, contact us @: (901) 680-7500 Local (866) 687-0790 Toll Free SimsFinancialGroup.com
If you are planning to Retire early, there are many things you need to consider!! We are Retirement Specialists, please allow us to perform a “Retirement Needs Analysis” to help you navigate through thos complex process.There are no cost or obligations. We can be contacted at: (901) 680-7500 Local (866) 687-0790 Toll Free SimsFinancialGroup.com
For some investors, this nightmarish scenario could play in your head and keep you up at night: You retire with a huge portfolio, enough to withdraw around $50,000 per year. Ten years later, what cost you $50,000 a year now costs $67,000. Another decade later, you find yourself spending almost $90,000 for what originally cost $50,000 two decades prior. Your spending power is cut in half, and you’re running out of retirement money. That’s how much a steady 3% inflation rate (the average annual inflation rate since 1913) can eat away at your money. Inflation moves slowly and silently and somehow catches you from behind. To help protect your portfolio from inflation, you may want to focus on the present and prepare for inflation. At The Sims Financial Group, Inc we can help you sleep at night by working with you to help you keep your portfolio keep up with inflation. For a free/no obligation retirement needs analysis, contact us @: (901) 680-7500 Local (866) 687-0790 Toll Free SimsFinancialGroup.com
Do you believe this is true? 😳
We have worked tirelessly for years providing a level of service that our clients deserve!! 😃👍🏽 Thanks to those of you that have supported us over the years!! ❤️❤️
God, thank you for giving me the unique opportunity to be able to wish myself a happy birthday today in good health and happiness. 🎁🎂🎊 I pray that You will continue to bestow blessings of health and joy on my life. Thank you for the wonderful people you have placed in my life. My family, Co-Workers, Personal and Facebook Friends! My phenomenal Creator, you make every day of my life so wonderfully beautiful, as only You can! And for that I thank you! ❤️ Amen!! 🙏🏾🙏🏾
Stocks Try to Continue Winning Streak, but Inflation Bells Starting to Ring. 👀 #InvestorsBeware! 😳
Providing Financial Services to Families, Businesses, and Professionals since 1988! •Insurance •Investments •College Funding •Financial Planning •Estate Conservation Call: (901) 680-7500 Local (866) 687-0790 Toll Free email: csims@SimsFinancialGroup.com SimsFinancialGroup.com SIMSFINANCIALGROUP.COM The Sims Financial Group, Inc.
Providing Financial Services to Families, Businesses, and Professionals since 1988! •Insurance •Investments •College Funding •Financial Planning •Estate Conservation Call: (901) 680-7500 Local (866) 687-0790 Toll Free email: csims@SimsFinancialGroup.com SimsFinancialGroup.com
What is an “in-service” rollover? Unlike the “traditional” rollover, an “in-service” rollover is probably something you’ve never heard of and for good reason. First, not all company retirement plans allow for it, and second, even for those that do, the details can be confusing to employees. Hence the reason to work with an Advisor that specializes in this field. The bottom line: An in-service rollover allows an employee (often at a specified age such as 55) to be able to roll their 401k to an IRA while still employed with the company. The employee is also still able to contribute to the plan, even after the rollover is complete. Most plans allow this type of rollover once per year, but depending on the plan, you could potentially complete the rollover more often for different contribution types. If you would like to protect what has taken you years to accumulate, contact us for a free, no obligation consultation. (901) 680-7500 Local (866) 687-0790 Toll Free csims@SimsFinancialGroup.com SimsFinancialGroup.com

Information

Company name
Sims Jr Charles -The Sims Financial Group, Inc
Category
Business Consulting and Services

FAQs

  • What is the phone number for Sims Jr Charles -The Sims Financial Group, Inc in Memphis TN?
    You can reach them at: 901-682-2410. It’s best to call Sims Jr Charles -The Sims Financial Group, Inc during business hours.
  • What is the address for Sims Jr Charles -The Sims Financial Group, Inc on ridge lake blvd in Memphis?
    Sims Jr Charles -The Sims Financial Group, Inc is located at this address: 855 Ridge Lake Blvd, #303 Memphis, TN 38120.
  • What are Sims Jr Charles -The Sims Financial Group, Inc(Memphis, TN) store hours?
    Sims Jr Charles -The Sims Financial Group, Inc store hours are as follows: Mon-Thu: 8:00AM - 5:00PM, Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.