Broker Check

Companies & Entrepreneurs

Client Centered

As an entrepreneur or small business owner, you understand that running a business is all-consuming. With Saling Simms Associates, our team of registered investment advisors takes a cross-disciplinary approach to create impactful financial solutions for you and your business. We look at the intersections between your business and personal life and look for opportunities to create efficiencies across financial needs, which include:

Financial Planning

  • Retirement plan design and implementation
  • Fiduciary services

Employee Benefits

  • Employment benefit program benchmarking

Business Planning

  • Cash-management programs
  • Key person planning
  • Exit planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (614) 841-1881