[email protected]    |   2277 Fair Oaks Blvd, Suite 425, Sacramento, CA 95825

Simpson Wealth Planning

For More Information

916-333-5910

2277 Fair Oaks Blvd #425

Sacramento, CA 95825

COMPREHENSIVE FINANCIAL ADVISOR

Finding financial independence is more and more difficult these days, especially with the sensory overload from the wealth information at our fingertips. We become thoroughly distracted, and find it hard to concentrate on what is important. One of the things that has always caused stress is financial security. 

There are thousands of outlets trying to offer different ways of turning your money into wealth, but there are so many possibilities, it is hard to know which way to go. 

SACRAMENTO FINANCIAL ADVISOR

That is why it is important to have a trusted partner to advise you on the best way to maximize your wealth and pursue your financial security for the future. When you are ready to partner with a personal financial advisor then you need Lamar Simpson of Simpson Wealth Planning. With over 23 years of experience in the financial industry he has the experience to provide you with honest advice to work towards growing your wealth. Learn more about Lamar on the About Me page.

PERSONALIZED APPROACH

When you are ready to begin planning your financial future, then you will need to schedule a consultation with Lamar. During this time, you will review your current financial status, and your goals. Based on this you and Lamar will setup a plan to start working towards achieving the financial security you want. These goals can include:

Retirement Income Strategies

Retirement Planning Strategies and Investments

Strategic Asset Management

Women’s Financial Strategies

Investment Management

And More!

For confidence when you need help with your retirement planning, investment options, and other wealth management services then call Simpson Wealth Planning at 916-333-5910 today and setup your financial consultation.

2020 Five Star Wealth Manager Award for Simpson Wealth Planning
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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, KY, MA, NC, OK, TX, VA, WA, WI.