Introduction Call
With Richard Simpson
Richard Simpson
Senior Financial Advisor
Richard Simpson has been in the financial advisory business for 30+ years. Working as an independent advisor allows him to work with leaders in the financial services industry all over the country (Insurance, Annuities, Investment Management) getting his clients the best these companies have to offer, ultimately saving them time and money. As a former professional golfer, you can find him on the golf course when he is not working.
What To Expect:
Sign up today for a 30 minute introduction chat with Richard Simpson! During your intro call, we will focus on learning about what targets you are aiming for in retirement. An intro call with Richard allows you to get any questions answered and identify what efficiency options are available to you now. When you have an understanding on what is available to you then you'll be more informed on which steps you should take next toward creating an optimal future!
Establish Goals
We will start out the call by identifying what your target goals are! We go deeper than just learning about your goals. We really take the time to figure out what your optimal future looks like so that we can properly show you how to make these targets a reality.
Find Balance
Once we figure out what your targets are we will show you what your unique situations need to balance out your accumulation and distribution methods. We find that professionals tend to have a lot of knowledge on how to work towards retirement but have no idea how to distribute or maintain once they are there. We help you figure that part out.
Create Clarity
By the end of our introduction call you'll be able to see data driven reports that show you exactly where you are in having an optimal retirement. We show plenty of professionals how they are missing out on 50-100% more money during retirement. You'll walk away from our intro call having a better idea of your situation and what steps to take next, no matter what!
Book with us!
What makes us unique?
The Simpson Wealth Way
Approaching retirement in this way makes sense once it is explained, but why is no one talking about it?
Many books have been written about this Method and Pensions have been using this science for over 100 years. The simple fact is that most people don't think about retirement at all until they are near it!
Our Distribution Method employs products that guarantee a higher standard of living in those retirement years.
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.
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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.