Simpson Financial Strategies

Simpson Financial Strategies is an independent financial planning firm that helps clients make decisions about their money, with a focus on reducing tax burden, protecting assets from litigation or divorce, and planning for the legacy they leave behind. Services cover individual retirement accounts and investments, portfolio review, asset allocation and risk, retirement planning and transition, life insurance, and charitable gifting, including charitable remainder trusts.

Tom, who founded the firm in 2022, specializes in retirement and income planning and is a Retirement Income Certified Professional. Brittany, the director of operations and client relationships, is the day-to-day contact for clients. The office is at 433 US Route 1 in York, Maine, open weekday mornings and early afternoons, and clients can call or send an inquiry through the website.