A Holistic Approach to your Financial Health
The Why
While playing football for Lou Holtz at Arkansas, I learned you had to get the most out of everyone on the team. What motivated me to get into financial services in 1991 was a process that allowed me to help my clients to do that financially. Financial institutions provide products and services, but not necessarily a complete set of instructions on how to use those products/services most effectively. I can help you do more----with what you have and its growth by focusing on how to use products/services to YOUR maximum benefit.
“I love creating dynamic economic strategies that allow my clients full benefits of their assets in all phases of their lives.”
-Dick Simpson
Richard Simpson
Financial Advisor
Kelly Booy
Marketing Consultant
The How
Our motto is PROCESS over PRODUCT...
Using our proven process, we are able to more efficiently use our portfolio of products to create clarity and confidence in our client's financial journey. We work with industry leaders in the insurance and investment sectors, using the most robust financial analysis tools to not only create a clear picture of our client's financial health, but provide step-by-step action plans on ways to pivot and protect in rapidly changing markets. When you combine trusted experience in the financial services industry with proven, actuarial science methods, you increase your odds for sustained success and combat the blindspots that other financial advisors miss.
insurance
A chain is only as strong as its weakest link! We offer comprehensive analysis of your current insurance coverages and strategize ways to optimize and save. We find many of our clients are over-paying and ineffectively covered, this is the benefit of our holistic approach. We evaluate and suggest changes that would save our clients money and protect them more effectively. We are also able to implement customizable Life and Disability Insurance coverage to protect the future of your family's income-earning potential.
investments
Having over 25 years of experience in the investment world as an advisor and investor, I have found trusted strategic portfolios that I use for myself and my clients. In addition, we offer other well-established portfolios that we know and trust for both short term and long term investment strategies.
REtirement Income
This is the biggest opportunity for our clients and any prospective clients to benefit from my industry expertise. This fact will become very apparent over the next ten years as baby boomers begin to retire with NO RETIREMENT INCOME PLAN. Living fully throughout retirement is not just about having a full account balance, it's about planning how much you are able to use to live the
most ideal life possible in your retirement.
Estate Planning
We help people create their customized Will and Trusts in our online platform, Legacy Lock. The process is easy, affordable, and secure. This is an attorney-backed software that offers comprehensive legal documents that you can customize at your convenience. Generate your estate planning documents without the need for an in-person visit with an attorney.
Protect family, assets and your wishes in an affordable, quick, and easy process.
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.