INVESTMENT MANAGEMENT & FINANCIAL ADVISING
Simpson Wealth Planning provides personalized financial planning for you. Lamar Simpson serves clients all over the United States. When you call Lamar, you get a qualified financial advisor who truly cases about you. He is passionate about educating clients and promoting financial literacy. When you schedule a consultation, it will begin with a thorough analysis of your financial situation, conduct a thorough interview to determine what is important to you, and define your financial goals. Once we establish where you want to be financially, we will work with you to come up with the best strategy and implement it.
Financial planning can take many forms. Because your situation is unique, Lamar provides a variety of financial services for you including:
- Retirement Planning
- Education Planning
- Insurance Planning
- Executive Investments
- Cash Flow Analysis
- Wealth Management
Lamar stays up to date with all the latest trends and research to provide quality and accurate advice. Learn about all your options and get informed on which financial tools will best help you reach your goals.
- Mutual Funds
- Disability Insurance
- Life Insurance
- Medicare Insurance
Call 916-333-5910 today to schedule your financial consultation.
2019 Five Star wealth manager Award
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.