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Julie M Simmons
David C Smith
418 Lauderdale Street
Selma, AL 36701
334.431.5001
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Relationships. Passion. Comprehensive. Your Needs.

Building Trust

As an independent firm, we are dedicated to offering sound advice, objective guidance, and building trusted relationships based on our clients’ unique needs and circumstances.

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Passion

We are passionate about helping our clients pursue their goals. By working closely with them, we strive to help them feel confident with their investments and progress.

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5 Step Approach

Through a holistic five-step investment process, we are committed to creating customized strategies that address a client's whole financial picture.

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Helpful Content

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

Why You Should Invest in Your 401(k)

Did you know that your savings can compound over time?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

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Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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