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Financial & Estate Planning

To reach your financial goals, you need a roadmap. Financial and Estate Planning involves defining your long-term objectives and implementing a plan to reach them. Our team of planning experts can help you navigate the changing legal and tax landscape in order to ensure that your goals are met, whether they are retirement, charitable giving, business succession, protecting assets or leaving a legacy to the next generation.

Talk to a Private Wealth Professional

Building a roadmap for the future

Review of wills and estate planning documents

Detailed financial planning

Retirement cash flow planning

Work with an attorney to craft trusts and estate documents

Business succession planning

Charitable giving planning

Estate tax strategic planning

A partner for every life stage

Simmons Bank savings
Build & manage wealth

Implement a personalized strategy to bring your financial goals within reach.

Provide for your family

Create a long-term plan to support your loved ones’ financial security.

Support your business

Help your organization and employees prosper, today and tomorrow.

Questions?
We're here to help.

Talk with Private Wealth Advisor

Connect with your local Private Wealth Professional to learn more and discuss your needs.

We're ready to talk. But first, we'll listen.

They're your goals. Meet the Simmons Bank advisors that help make them happen.

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Generation after generation, Simmons Bank has been trusted for what matters. Our Private Wealth Professionals have deep industry experience and are ready to provide the personalized solutions to help you build and manage your wealth, provide for your family and protect your legacy.

Access and insight, 24/7

The Simmons Wealth Management Online Portal makes it easy to access information, documents and more, right from your desktop or mobile device.

  • At-a-glance view of account information
  • Dynamic picture of your entire portfolio
  • Manage important financial and legal documents

Contact your Private Wealth Professional to enroll and download the Simmons Wealth Management mobile app{16} to easily view your accounts wherever you like.

Download on the Apple App Store. Get it on Google Play.

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