Nate Simmons
FIC, CLTC®, BFA™
I enjoy connecting with people on an emotional level, learning what is important to them and helping them achieve their financial goals.
State(s) Licensed: AR Insurance Lic. #17884715, CO, DC, FL, IN, KS, KY, MD, MI, MN, MO, NE, NM, OR, PA, TX, VA, WI
3610 Buttonwood Dr Suite 200
Columbia, MO 65201
I enjoy connecting with people on an emotional level, learning what is important to them and helping them achieve their financial goals.
State(s) Licensed: AR Insurance Lic. #17884715, CO, DC, FL, IN, KS, KY, MD, MI, MN, MO, NE, NM, OR, PA, TX, VA, WI
Here to help.
Welcome – thanks for visiting my site. I hope you will spend some time getting to know me and why I love what I do. I have been in the financial services industry for over 8 years and enjoy living and serving people in the Columbia, Mo area. I believe no matter what stage of life you are in, having a strong financial plan will help you reach your goals. Whether you need insurance protection for your family, investment products for retirement, or guidance that affects your legacy, I am here to help.
Financial clarity shaped by your values and your goals.
Over the years I figured out if I combined my passion for helping people with my analytical mind, I can make a difference in the financial future of others. I enjoy connecting with people on an emotional level, learning what is important to them, building a long-standing relationship and helping them achieve their financial goals. I know that everyone has unique goals, challenges, and opportunities that is why no one plan is right for everyone. I work with you to create a clear, customized, purpose-driven plan that is right for you and will help you reach your financial goals. My focus is on your life, family and priorities, not just your portfolio.
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