
Solutions for a Better Tomorrow
Accounting and insurance services are provided through Simmons Financial Partners under the brands of SFP Tax & Insurance and SFP Tax Prep. Wealth management, Investments, and financial planning are provided through an associated registered investment advisor and broker dealer, Equity Services, Inc and marketed under our independent brand of J & S Wealth Advisors.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on the issues that are critical to your financial well-being.
We provide assistance in the following areas:
Accounting Services
- Bookkeeping
- Income Tax Planning Strategies
- Income Tax Preparation and filing
- Notary
- Payroll
- College Planning
- Special Needs Planning
Insurance Offerings
- Disability Income Insurance
- Life Insurance
- Long-Term-Care Strategies
- Medicare Enrollment and review
- Teacher's Pension
- Employee Benefits
- Group 403(b)
- Accident
- Dental supplement
- Vision
- Life
Wealth Management
Please visit the site of our associated company J&S Wealth Advisors.