Areas of Service: Health Insurance(Individual, Family, Self-Employed, Small Business, Medium Business, Large Corporation; Non-Profit), Life Insurance(Term, Universal, Whole, Simplified Issue, Mortgage, Estate Planning, Business Succession; Section 79), Supplemental Insurance(Critical Illness, Hospital Confinement, Long Term Care, Disability, Diagnostic Exam, Ambulance; Vision); Financial Planning(Retirement, College Funding, Executive Compensation, Section 79; Annuities). Private clients may have access to other services.
With more than a decade of experience, the office of Simpson Financial Group is noted as a "necessity" to work with when planning for your future. Our insurance division, Simpson Insurance Group, allows those who are not one of our Private Clients to have access to the expertise of our office. We feel that every client should feel like they are receiving the concierge treatment.