Our affiliate companies do all those things – they service individuals in wealth management, and they service companies in wide-ranging financial and operational solutions. But, SIMA Retirement Solutions serves a single important purpose. We provide business owners and plan sponsors with the expertise and support they need to initiate and administer a high-quality corporate retirement plan that is designed to benefit employees and employers as well as the business itself.
SIMA (SRS) provides a consultative approach when working with clients and prospects; we don’t have proprietary products or push product as a solution. As a Registered Investment Advisor, SRS doesn’t have an agenda or a goal of simply selling something. Our goal is to raise the service experience and the financial outcomes for the plan sponsor as well as the participants. We consistently strive to improve pricing structures whenever possible, while making certain our clients’ very best interests are taken care of at every turn.