Individuals and Families

Individuals & Families

 
Where Clients Are Family

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


Financial Planning

  • Family financial education
  • Financial goal establishment
  • Budget, and cash flow planning
  • Debt management
Trust


Investment Management

  • Portfolio Management
  • Investment policy statements
  • Asset management strategies
  • Tax-sensitive investments
Trust


Retirement Planning

  • Retirement income planning
  • 401(k)/403(b)/457/IRA rollovers
  • Lump-sum pension rollovers
  • Traditional and Roth IRAs
  • Social Security planning
Trust

Estate & Legacy Planning Strategies

  • Philanthropy and estate goal planning
  • Generational planning
  • Developing family mission statements
  • Tax-sensitive investments

Our Office

SALING SIMMS ASSOCIATES
7965 North High Street, Suite 130
Columbus, OH 43235

Phone: (614) 841-1881
Email: james.saling@salingsimms.com
 

Contact Us

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck