SIMPLE SOLUTIONS TO ALIGN WEALTH WITH YOUR LIFE

Who We Are

We are an independent financial planning firm that focuses on helping our clients make wise decisions with their money, while assisting in reducing the tax burden and ensuring assets are protected against potential litigation or divorce. We work towards achieving higher income potential and considering charitable donations along the way. Also keeping in mind, the need for protecting or enhancing the legacy you leave behind.

What We Do

Here at Simpson Financial Strategies, we realize that each client has unique financial goals that they are trying to accomplish, so we strive to be the beacon of light guiding you towards achieving those goals.

Financial Planning
Individual Retirement Plans & Investments
Portfolio Review
Asset Allocation & Risk
Retirement Planning & Transition
Insurance
Charitable Gifting

BENEFITS OF COLLABORATING WITH THE SFS Team

Team Approach

Integration with
Tax Planning

Ongoing Retirement
Projections

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Simpson Financial Strategies and Cambridge are not affiliated. Cambridge does not offer tax or legal advice. Member FINRA/SIPC to residents of: FL, MA, ME, NH, OH.

Cambridge’s Form CRS (Customer Relationship Summary)