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
Income Tax Preparation & Filing
Enrolled Agent Representation
Income Tax Consulting
Bookkeeping
Notary
Insurance Offerings
Life Insurance
Retirement Income Accounts
Teacher’s Pension Retirement Accounts
Disability Insurance
Long-term Care Insurance
- Employee Benefits
- Group 403(b)
Life**
Dental**
Vision**
- Accident**