| J.E. Simmons & Company |
Do It Yourself |
Traditional CPA |
Wealth Management | Robo Advisor |
Commission Based Broker | |
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| INVESTMENT MANAGEMENT | ||||||
| Diversified Portfolio |
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| Low Cost Investments |
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| Tax-Efficient Investing |
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| Rebalancing (Buy Low, Sell High) |
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| 401k Setup and Strategy |
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| Time Saved from Day-to-Day Management |
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| FINANCIAL PLANNING | ||||||
| Retirement Planning |
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| Insurance Reviews |
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| Business Financial Reviews |
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| Estate Planning |
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| Student Loan Planning |
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| TAX PLANNING | ||||||
| Strategies to Reduce Taxes Paid |
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| Tax Projections |
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| Individual Tax Return Prep |
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| Company Tax Return Prep |
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