Maximize Your Estate Plan with our programs and experts

Harness the power of sound estate planning advice and innovative strategies. Our consultants are committed to optimizing your estate planning portfolio for a smooth retirement and wealth transfer to your heirs

Our ApproAch

At Simmons Agency LLC, we are more than just estate planning consultants; we are your dedicated partners on the path to stress-free retirements. With a commitment to excellence and a passion for helping our clients thrive, we bring a wealth of experience and expertise to the table.

Our journey began with a simple yet profound mission: to empower individuals and businesses to make informed decisions, secure their futures, and achieve their dreams. Over the years, we have cultivated a team of seasoned professionals who are not only experts in their respective fields but also deeply committed to your well-being.

What sets us apart is our unwavering dedication to you. We take the time to understand your unique estate planning goals, aspirations, and challenges, tailoring our services to suit your individual needs. Whether you're planning your legacy, seeking safe money options for retirement income, or safeguarding your family's future with insurance, we're here to guide you every step of the way.

Transparency, trust, and integrity are at the core of everything we do.

OUR SERVICES

Personal Estate Planning

We understand that planning your legacy is not a "cookie cutter" experience. Our team is dedicated to ensuring that you personal desires and hopes are set in place to develop your own Estate Plan.

Whether you are needing a simple Will or a Living Trust, our team of experts is here to help. Schedule your free consultation above to start your Estate Planning Journey and peace of mind.

Safe Money Options for Retirement Income

Our Guaranteed Retirement Income team works with you to help create a Safe Money Options for retirement income. These plans can be created to guarantee a lifetime income stream, extra money in the event of a long term care situation, maximizing your financial legacy for your heirs, or a combination of any or all of these. Schedule your free consultation to find out more.

Insurance Planning

Our team also consists of numerous insurance agents who are experts in the various fields including Medicare, Health Insurance, Life Insurance, Long-Term Care Plans, and much more. Schedule your free consultation to find out more.

Debt Elimination and Infinite Banking Strategies

Our team can work with you to create your personalized Debt Elimination Plan or Infinite Banking Program which allows you to be your own bank while eliminating 100% of you debt (including mortages) in less than 10 years for most clients. Schedule your free consultation to learn more.

Testimonials

Working with Simmons Agency has been a game-changer for me. Their team's expertise and personalized guidance have not only helped me secure my future but also allowed me to grow my nest egg significantly without risking it in the stock market.

Glenice B.

I can't express how grateful I am to have found Simmons Agency. Their unwavering support during unpredictable times and their strategic approach to estate planning have transformed my legacy.

Joy M.

FAQS

What services does Simmons Agency offer?

Simmons Agency provides a wide range of services to meet your diverse needs. Our services include estate planning, guaranteed retirement income planning, insurance analysis, tax mitigation strategies, and more. We tailor our services to your specific goals and circumstances to help you achieve success.

How do I get started with Simmons Agency?

Getting started with Simmons Agency is easy. Simply reach out to us through our website or contact us directly by phone or email. We will schedule an initial consultation where we'll discuss your objectives, answer any questions you may have, and determine the best approach to meet your needs. From there, we'll create a personalized plan to guide you on your journey to success.

What makes Simmons Agency different from other consultants?

What sets Simmons Agency apart is our unwavering commitment to the well-being and safe planning of your legacy. We prioritize transparency, trust, and personalized service. Our team of experienced professionals takes the time to understand your unique goals and challenges, ensuring that our recommendations align with your aspirations. We also emphasize education, equipping you with the knowledge to make informed decisions. With Simmons Agency, you're not just a client; you're a valued partner on the path to success.

MEET TIM

Tim Simmons has been an independent agent since 2018. As an expert Senior Advisor, Tim has been recognized for his leadership skills as well as his overarching desire to help clients find the best coverage available for each unique situation. He is a Certified Senior Benefits Specialist and owner of Simmons Agency LLC.

He currently resides in Justin, TX with his wife and beautiful family. His Consultative Approach to Estate Planning and Insurance is grounded in the understanding that each Client is important and has the opportunity to be blessed. With this in mind, he works diligently to understand his Clients needs and desires prior to recommending any one product. Tim is a Specialist in:


*Safe Money Options for Retirement

*Long Term Care Strategies

*Estate Planning

*Complex Insurance Strategies

In addition to:

*Medicare Advantage

*Medicare Supplements

*Medicare Prescription Drug Plans

*Life Insurance (Whole, Term and Universal)

*Cancer Coverage

*Dental/Vision Coverage

*Health Insurance (under age 65)

*Group Insurance Plans

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