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SIMA Financial Group
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What We Do

Retirement Plan Analysis

Retirement Plan Design

Investment Consulting

Vendor Benchmarking and Search

Fiduciary Oversight

Defined Benefit Consulting

Education, Training, & Support

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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.

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This website is a publication of SIMA Retirement Solutions. The firm is registered as an investment adviser and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.

Information presented is believed to be current. It should not be viewed as personalized investment or legal advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any of the strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Copyright 2017. SIMA Retirement Solutions.
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