MISSION STATEMENT

Our purpose is to provide financial strategies to business owners and individuals with the utmost in client satisfaction and professionalism.  We continually seek advanced, creative and tax efficient planning solutions to help maximize performance and client goal achievement.

Our practice is built upon utilizing a specialized planning process.  This process emphasizes the need to help our clients crystallize objectives and take action.  Without action, plans and goals are nothing more than dreams.

 

BUSINESS PHILOSOPHY

We are about RELATIONSHIPS, not transactions.  In our business relationships, we meet periodically with our clients to monitor progress.  We help coordinate with our client's other professionals, such as attorneys and CPA's, to ensure that they are kept in the loop.

If adjustments are required due to market conditions or other changes, we address and help implement them.  Client plans are based upon solid principles and strategies.  If the strategy includes investing#, the portfolio will be balanced for potential long-term growth and optimal performance.  Client assets are diversified and allocated in accordance with their individual tolerance for risk, investment objectives and time frames.  We also take into account our client's profession/business and the volatility of their income.  By factoring in "Human Capital" (the value of future earnings) in addition to the traditional "Financial Capital" planning models, our plans are more accurate and relevant.

We believe that, whenever possible, principal protection should be utilized to preserve hard earned savings and retirement accounts.  In most cases, this can be done without inhibiting asset growth opportunities.  Tax efficient distribution of accumulated wealth is also vitally important.  We strive to help create tax free pools of assets for use as retirement income to offset fully taxable qualified plans, such as IRA's, 401(k)'s and other pension plans.

If you would like a professional review and analysis of your personal and/or business financial strategies or if you would like to discuss how we can assist you with setting and achieving your future financial objectives, please email us at contact@simcoxfinancialgroup.comor call us at 480-840-2316 to schedule an appointment.

 

 # Securities offered through NYLIFE Securities LLC (Member FINRA/SIPC)  

 Neither Simcox Financial Group, its employees nor NYLIFE Securities LLC or its affiliates  provides tax, legal, or accounting  advice.

 Please consult your own tax, legal, or accounting professional before making any decisions. 

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