Simmer Financial Planning, LLC

Home
Services
Why Fee-Only?
Your Advisor
Contact
Location
Getting Started
Links
Disclosure

Simmer Financial Planning, LLC is a registered investment advisory firm in the state of Washington that provides fee-only personal financial planning services. 

 
As a fee-only advisor, my firm does not sell products or accept commissions. 
DSC00351-1.jpg
Ron Simmer, CFP

 

 

Comprehensive financial plans are customized and tailored to the specific needs of the client.

 

 

·       Retirement Planning 

 

·       Cash Flow Projections

 

·       Investment Analysis

 

·       Tax Projections

 

 

NAPFA_RFA2.GIF

Ronald G. Simmer is a CERTIFIED FINANCIAL PLANNER™ , and a Registered Financial Advisor with NAPFA, the National Association of Personal Financial Advisors. With over 2000 members and affiliates in 45 states, NAPFA is the largest professional association of Fee-Only comprehensive financial planners in the United States.   Members are sworn to a strict code of ethics and fiduciary oath, to ensure that they are trusted and objective financial advisors for consumers.

*         *          *          *            *          *          *           *            *          *         *          *

My office is located in the greater Bellingham / Whatcom County area.  Please contact  me at ron@simmer.org or call (360) 380-0517, during the day or evenings, for a free consultation to explore your financial objectives.

_______________________________________________________________________________________________________
 Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete  initial and ongoing certification requirements.
SMLogo_BlBk.gif

Simmer Financial Planning, LLC

Simmer Financial Planning, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption.