A financial plan, to be successful, must be strong enough to withstand the test of time. It must also be flexible enough to steer you through all of life’s many detours. Just as a race car driver must plan for the curve while they are in the long straightaway, Saling Simms Associates helps you to be proactive against the issues that you may not have seen coming. Our cradle to grave and beyond approach helps you focus on the big picture while retaining the clarity of both your short and long term goals.
Financial Planning
- Family financial education
- Financial goal establishment
- Budget, and cash flow planning
- Debt management
Investment Management
- Portfolio Management
- Investment policy statements
- Asset management strategies
- Tax-sensitive investments
Retirement Planning
- Retirement income planning
- 401(k)/403(b)/457/IRA rollovers
- Lump-sum pension rollovers
- Traditional and Roth IRAs
- Social Security planning
Estate & Legacy Planning Strategies
- Philanthropy and estate goal planning
- Generational planning
- Developing family mission statements
- Tax-sensitive investments
Our Office
7965 North High Street, Suite 130
Columbus, OH 43235
Phone: (614) 841-1881
Email: james.saling@salingsimms.com