Trey Simms, Financial Services

11/08/2022

Better than a savings account!

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

11/08/2022

Never too early or too late to plan…

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

11/07/2022

Seasons change whether we're ready or not, and the same is true in our own lives. If you're not sure you’re ready for the change retirement brings, check out these financial considerations. Remember, I’m always here to help.

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

11/07/2022

Have you started your holiday shopping yet? Whether you're an early bird or last-minute shopper, giving the gift of life insurance is a great way to show your children or grandchildren just how much they mean to you.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

10/28/2022

One of the most important things to do when you change jobs is to take your 401(k) or 403(b) with you. It’s your nest egg and needs to be continuously looked after and cared for. If you have 401(k) or 403(b) that you left with a former employer, or if you know someone who has changed jobs please feel free to reach out or share my info. I would love to help make sure your retirement is being looked after properly and professionally.

10/17/2022

These guidelines can help you determine whether you should purchase a life insurance policy for someone else and the circumstances that must be in place.

You can't take a life insurance policy out on just anyone. Here's who qualifies and what you need to know.