Simpson Wealth Planning

Experienced Financial Planning Partner

Seeking financial freedom and clarity in your financial future? Look no further than Simpson Wealth Planning. Led by Lamar Simpson, a seasoned financial advisor with over 23 years of experience, we provide personalized investment management, retirement planning, and comprehensive financial guidance to individuals and families in the Sacramento, CA area.

Our Mission

Our mission is to empower you to take control of your financial situation and achieve your financial goals. We understand the complexities of wealth management and the importance of building a personalized plan tailored to your unique needs and aspirations. With our guidance, you can navigate the financial landscape with confidence and clarity.

Our Approach

Every individual has different financial goals and circumstances. That's why we take a personalized approach to financial planning. We begin by:

• Understanding your current financial situation: We meticulously review your income, expenses, assets and debts to identify areas for improvement.
• Defining your goals: We work with you to establish clear and specific financial goals, whether it's planning for retirement, investment strategies, or estate management.
• Developing a customized plan: Based on your goals and situation, we tailor a unique plan that lays out actionable steps for achieving your financial dreams.
• Regular review and adjustments: We regularly track your progress, making necessary adjustments to your plan as your life and financial goals evolve.

Our Services

Our comprehensive services include:

• Retirement planning: Maximize your retirement savings, understand different plan options, and protect your assets for a secure future.
• Investment management: Experienced portfolio management to grow your wealth and achieve your financial goals.
• Estate planning: Create a solid estate plan that ensures your assets are protected and distributed according to your wishes.
• Risk management: Identify and mitigate potential risks to your financial well-being.
• Financial consultations: Get personalized guidance and support to make informed financial decisions.

Schedule Your Consultation Today

Take the first step towards financial security by scheduling a consultation with Lamar Simpson. We would be delighted to discuss your unique situation and collaboratively develop a plan for achieving your financial ambitions. Contact us today and take charge of your financial future!