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Individuals & Families

Client Centered

A financial plan, to be successful, must be strong enough to withstand the test of time. It must also be flexible enough to steer you through all of life’s many detours. Just as a race car driver must plan for the curve while they are in the long straightaway, Saling Simms Associates helps you to be proactive against the issues that you may not have seen coming. Our cradle to grave and beyond approach helps you focus on the big picture while retaining the clarity of both your short and long term goals.


  • Family financial education
  • Financial goal establishment
  • Budget, and cash flow planning
  • Debt management

Investment Management

  • Portfolio Management
  • Investment policy statements
  • Asset management strategies
  • Tax-sensitive investments


  • Retirement income planning
  • 401(k)/403(b)/457/IRA rollovers
  • Lump-sum pension rollovers
  • Traditional and Roth IRAs
  • Social Security planning

Estate & Legacy Planning

  • Philanthropy and estate goal planning
  • Generational planning
  • Developing family mission statements
  • Philanthropy Statements

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