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James T. Simm, CFP®, MBA

Simm, Fulcher & Associates a financial advisory practice

2106 S Burnside Ave
Ste A
Gonzales, LA 70737
Phone: (225) 644-1700
Fax: (225) 644-1773

Toll-free: (877) 259-7466

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Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Starting a Family
  • Succession Planning
  • Sudden Wealth

 

How Planner Charges

Considerations: Asset Minimum total can be a combination of company retirement plan(s) plus personal investments

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.