The Sims Financial Group, Inc

The Sims Financial Group, Inc Reaching your long-term financial objectives hinges on having the right plan a s product-- one that The Sims Financial Group, Inc. Gathering Data

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The Sims Financial Group, Inc

Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. uses a financial analysis process, setting expectations, identifying needs, refining goals, and implementing strategies. The six integrated stages of this process are:

1. Establishing financial goals and objectives



2. Process and analysis of information

4. Recommendations for achieving goals and objectives.

5. Implementation of recommended financial strategies

6. Monitoring and periodic review of implemented strategies


We invite you to explore the resources available on our website and contact of office to schedule your complimentary consultation.

If your pension has been frozen, your earned benefits are still yours, but knowing what to do next isn't always obvious....
07/17/2026

If your pension has been frozen, your earned benefits are still yours, but knowing what to do next isn't always obvious.

The Sims Financial Group, Inc is hosting a series of short, free, informational Zoom sessions covering the three main paths:

• Cash lump sum
• Rolling the funds into your company 401(k)
• Rolling the funds
into a Personal IRA

Tax and income considerations for each will be discussed.

Zoom Workshops will be conducted:

Every Tuesday, Thursday & Saturday

@ 2:PM @ 6:PM @ 8:30PM

No cost, no obligation.

You can click on the link below to register:

https://charlessimsjr.com/signup

Questions?
Call 901-680-7508.

The Sims Financial Group, Inc.

www.SimsFinancialGroup.com pension has been frozen, your earned benefits are still yours, but knowing what to do next isn't always obvious.

The Sims Financial Group, Inc is hosting a series of short, free, informational Zoom sessions covering the three main paths:

• Cash lump sum
• Rolling the funds into your company 401(k)
• Rolling the funds
into a Personal IRA

Tax and income considerations for each will be discussed.

Zoom Workshops will be conducted:

Every Tuesday, Thursday & Saturday

@ 2:PM @ 6:PM @ 8:30PM

No cost, no obligation.

You can click on the link below to register:

https://charlessimsjr.com/signup

Questions?
Call 901-680-7508.

The Sims Financial Group, Inc.

www.SimsFinancialGroup.com

06/17/2026

Address

855 Ridge Lake Boulevard , Suite 303
Memphis, TN
38120

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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