David Sims Jd Phd Aif® Cka® Email & Phone Number

Our clients face many challenges in developing financial plans that integrate well with all aspects of their lives, relationships, and wealth. They often lack the time necessary to address the complexities of their accounting, estate, financial, legal, tax, and risk management needs. They also face risks of loss to unnecessary taxes and unexpected life events (death, disability, divorce, disease) that arise from nonexistent or inadequate planning.We help our clients address these challenges through a comprehensive data gathering and analysis process. Through a series of meetings, our clients gain clarity in purpose, insight and education on the planning hurdles they face, comprehensive plans tailored to their specific needs, and a method for measuring the success of their plans. The planning software we use helps our clients simplify, organize, delegate, and automate their planning process. As a result, our clients gain a deep sense of confidence and peace as they move forward with their plans for retirement and transferring their wealth to the next generation.The clients I work with are highly successful business owners, entrepreneurs, executives, and medical professionals. Most are high net worth and high net income earners. I help them analyze and manage the web of relations they have with their families and advisory team of legal, tax, accounting, and financial professionals. Very often I become the quarterback for my clients' advisory team. We work together to serve the best interests of our clients, helping them solve their retirement, estate, tax, financial, and insurance planning needs. In addition, the process I use identifies risks and provides solutions for addressing them. I help my clients avoid the pitfalls and risks of loss associated with unnecessary taxes, market declines, and unexpected life events such as premature death, disability, disease, and divorce.

Listed skills include Strategic Planning, Leadership, Management, Team Building, and 6 others.