Steven and Kimberly Simmons, Financial Professionals

Steven and Kimberly Simmons, Financial Professionals Your financial well being is our priority. With us, it’s all about you!

September is Life Insurance Awareness Month, making it the perfect time to understand what life insurance really is, who...
09/07/2026

September is Life Insurance Awareness Month, making it the perfect time to understand what life insurance really is, who it’s for, and how it can protect the people and goals you care about most. Read our blog post, "Life Insurance 101: What It Is, Why It Matters and Who Needs It to learn more."
https://sakfin.com/post/life-insurance-101-essentials-importance.

Protect Your Legacy Series | Post 2: Beneficiary DesignationsDid you know that your beneficiary designations can be just...
07/22/2026

Protect Your Legacy Series | Post 2: Beneficiary Designations

Did you know that your beneficiary designations can be just as important as your will or trust?

Many financial accounts and life insurance policies pass directly to the beneficiaries you’ve named, making it important to review them regularly - especially after major life events like marriage, divorce, the birth of a child, or the loss of a loved one.

A simple review today can help ensure your wishes are carried out tomorrow.

As financial professionals, we can help you review your beneficiary designations as part of your overall financial strategy and help you understand how they work alongside your broader legacy plan.

Educate • Empower • Protect • Leave a Legacy

Steven & Kimberly Simmons
Financial Professionals
www.sakfin.com

Protect Your Legacy Series | Post 1: Wills vs. TrustsDid you know that a will and a trust are both important estate plan...
07/21/2026

Protect Your Legacy Series | Post 1: Wills vs. Trusts

Did you know that a will and a trust are both important estate planning tools - but they serve different purposes?

Understanding the basics can help you make more informed decisions about protecting your family, your assets, and the legacy you hope to leave behind.

In this first post of our Protect Your Legacy Series, we’re breaking down the key differences in a simple, easy-to-understand way.

Our mission is to provide practical financial education that empowers you to make confident decisions for today and tomorrow.

If you’d like to learn how estate planning strategies fit into your overall financial plan, we’re happy to help. When legal documents are needed, we can also connect you with trusted legal professionals for a complimentary consultation.

Educate • Empower • Protect • Leave a Legacy

Steven & Kimberly Simmons
Financial Professionals

We’re excited to introduce our Protect Your Legacy Educational Series!Financial education is very important to us, and o...
07/20/2026

We’re excited to introduce our Protect Your Legacy Educational Series!

Financial education is very important to us, and our goal is to provide clear, practical information that helps you make confident decisions, protect what matters most, and build a lasting legacy for the people you love.

Throughout this series, we’ll share simple explanations, helpful strategies, and timely topics you can use today and in the future.

Tomorrow, we begin with Post 1: Wills vs. Trusts.

Thank you for being part of our community. We’re honored to take this journey with you!

Steven & Kimberly Simmons
Financial Professionals

Your network isn't just who you know - it's who knows you, trusts you, and is willing to open a door on your behalf.What...
07/01/2026

Your network isn't just who you know - it's who knows you, trusts you, and is willing to open a door on your behalf.

What a fantastic morning at our BNI Impact meeting! We enjoyed an outstanding presentation from Courtney Lowry of Courtney and Chris Lowry, Realtors with Re/max Cornerstone Plus Property Management, who shared how she helps homeowners take the stress and extra work out of managing rental properties.

We also celebrated our chapter's incredible accomplishments during Awards Day, recognizing our top networkers and the relationships that continue to help our members grow their businesses.

Congratulations to all of today's award recipients! Here's to building stronger connections, supporting one another, and creating even more success together.

Impact

Small habits can lead to big changes. Start with simple steps - track your spending, create a budget, build an emergency...
06/29/2026

Small habits can lead to big changes. Start with simple steps - track your spending, create a budget, build an emergency fund, and review your progress regularly. Your future self will thank you.

Great meeting of the Montgomery Capitol Rotary club meeting today! The current club leadership handed off to the new clu...
06/25/2026

Great meeting of the Montgomery Capitol Rotary club meeting today! The current club leadership handed off to the new club leadership. Thank you to Adam Schrott and the previous board members for their hard work! Exciting things in the year ahead!

Great Rotary Meeting Today! Exciting things in the year to come!
06/25/2026

Great Rotary Meeting Today! Exciting things in the year to come!

Success isn’t always measured by numbers - sometimes it’s measured by moments. ❤️Building a business, creating financial...
06/21/2026

Success isn’t always measured by numbers - sometimes it’s measured by moments. ❤️

Building a business, creating financial security, and planning for the future all have one purpose…creating the life you truly want to live.

For some, success means growing a dream. For others, it means more mornings together, more family memories, and more time with the people they love.

What does your ideal future look like?

05/30/2026

If you’re in Atlanta this weekend join us for our Financially Fierce seminar. We will be sharing powerful financial tips!

Address

4137 Carmichael Road
Montgomery, AL
36106

Opening Hours

Monday 9am - 5am
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19253819291

Website

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