David Simmons Email & Phone Number

Most Business Owners & Professionals spend their working lives in their career, while in turn their personal finances take a backseat. This often leaves them ill-prepared for the future. We help them grow and protect their wealth, plan towards achieving financial freedom, retiring well, and navigating life’s financial complexities without sacrificing lifestyle through our QM Financial Freedom Process.QM Advisors began 5 years ago with a radically simple idea about what a wealth advisor should be: it’s someone who takes the time to understand a client’s goals and dreams then integrate and align their wealth and all aspects of their life with that vision. We’ve built deep and meaningful connections with our clients and guided them through life’s most vital decisions.Advisory and investment management relationships are personal by their very nature. Our commitment to anyone who engages us in a conversation is to first determine if there is a fit. If there is not a fit, we will do our best to give some directional advice so that there was value to the time we spent together. Have you considered the following:► Are you concerned about preserving and passing on your wealth to future generations?► Do you have a clear understanding of your entire financial picture into one comprehensive plan?► Is a significant portion of your retirement portfolio tied up in your company or a 401(k) potentially exposing you to increased taxation as the account grows?► Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?► Do you have a long & short-term tax management plan?► Have you recently assessed your risk protection strategies?►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?Most of our clients have the following in common:►They are looking for a professional money manager, not a salesperson.►They want objective money management - not ruled by human emotion.►They are looking for a long-term solution to wealth management.►They are looking for more than an asset allocation method.►They are looking to outsource this part of their lives.►They believe that an active approach to money management makes sense.If you feel that you’re not getting the advice and guidance to solve the problems above, please reach out to me directly on LinkedIn, or email me at dsimmons@qmadvisors.com