The Next Best Step toward Retirement
Helping Professionals Retire Each Step of the Way
5%
withdrawal rate over 30 years will see a 40% chance of running out of money in retirement.
#1
financial fear of Americans is running out of money in retirement.
58%
of Americans said they would grade the adequacy of their retirement savings at a C or lower.
Why are most people not efficient in Retirement?
One Dimensional
Far too many people focus solely on the accumulation of assets that they forget to also incorporate a distribution of those same assets to produce an efficient and optimal output for retirement.
Imagine that you are so focused on the path up a mountain, that you forget to strategize what the other side is going to look like: is there a decline, does it plateau, do you have the right "equipment" for the journey?
Why Us?
Our Team
Our team is ready to help you every step of the way. Led by Richard Simpson's more than 30 years of experience in the industry and an actuarial science based method, Simpson Wealth Partners is dedicated to providing you with the tools to retire in the most efficient way possible. Our goal is working towards a potential increased income in retirement. We begin with the end in mind. We want to give you the same level of lifestyle in retirement as you had in you earning years.
Richard Simpson
Financial Advisor
Kelly Booy
Marketing Consultant
Our Services
What do you need?
These are some of the services and products that we use in the implementation step. During that step we begin to implement these products and services to create your efficient retirement plan so that you can create the future of your dreams.
Process over product is our motto. No doubt this is true, but we do carry a full portfolio of services. Richard has worked with industry leaders in the insurance and investment sectors. When you combine trusted experience in the financial services industry with a proven, actuarial science, method you increase your odds for success. Experienced. Logical. Proven. We can help you plan for the now and live a retirement that sees an increase in retirement income.
insurance
Life Insurance is one of the many ways to help secure your retirement and protect your loved ones; Allowing you to leave a legacy and gain tax advantages. LEARN MORE
investment
Select your level of risk and we will pair you with the right investment strategy needed to
create a balanced, efficient approach to planning for retirement. LEARN MORE
annuity
Annuities can provide guaranteed income and peace of mind throughout your retirement years. Secure your
future today with these sure products. LEARN MORE
Legacy
Leave a legacy with our estate planning partner, Legacy Lock. The complete will and trust package. Customized documents for the lifetime of benefits. LEARN MORE
Craig North
Highly recommend working with Dick Simpson. His firm, Simpson Wealth Partners, introduces an approach that organizes and manages your financial investments, insurance, and planning in a structured framework. As a process driven person, I really appreciate the planning model and the visibility it provides. While the process is extremely important, the commitment to building a relationship is more important. You won’t meet or work with a finer person.
Scot Davis
Dick Simpson has been a terrific resource for Amy and I. He’s a real problem solver and has helped me to navigate some issues related to financial planning, insurance, etc. With his help I started a 529 Plan for our kids, changed insurance (and added more coverage for the same amount) and explored other options to secure my retirement. I know you have other options, but I wanted you to be aware that as a financial consultant, he works with clients to educate, organize and maximize their money and time.
© Simpson Wealth Partners. All Rights Reserved
Find Us
Simpson Wealth Partners
40 Rahling Circle
Little Rock, AR 72223
Phone : (501)951-0208
Email : richard@simpsonwealth.net
Web : www.simpsonwealth.net
Views expressed by Simpson Wealth Partners are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell financial products. Advisory services are offered through Portfolio Medics.
Different type of investments involves varying degrees of risk, and there can be no assurance that any specific financial method will either by suitable or profitable for your portfolio. All financial strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of products or investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While Simpson Wealth Partners believes this information to be correct and advantageous, we do not claim or have responsibility for its completeness, accuracy or reliability.
All reviews were unsolicited and the individuals were not compensated for their remarks.