Advisor profile


My approach

James C Simmons - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

James C Simmons - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA Banking and Finance - Delta State University
  • Graduate School of Banking - Southern Methodist University

Community participation

  • Board Member/Finance Chairman, Ronald McDonald House Charities of the Rio Grande Valley 2009-2015
  • Rotary Club of North Harlingen, 2002 President
  • Saint Alban's Episcopal School, Board Member 1992-1996

Professional associations

  • Financial Planning Association