What We Offer
“Entirement”: Real income to meet your life’s goals.
At HJ Sims, we take an “entirement” approach to growing and managing your wealth. That means we start by looking at the whole picture: your entire portfolio, your lifestyle, your family and your goals.
Once we have a deep understanding of your interests and needs, we’re able to offer full spectrum investing with an emphasis on generating tangible income. Other firms may factor you into their formula, but at HJ Sims you’re an individual with a customized portfolio of investments that work best for you.
Our Offerings
- Individual portfolio evaluation
- Assessment of long-term goals
- Full portfolio management
- Exclusive access to new bond issues
- Retirement expertise, including pre-retirement financial and lifestyle planning and post-retirement income planning
