Michael Simms

Advocating for clients to the finance and insurance industries... not the other way around. Wealth planning from a truly independent perspective.

Michael has invested in and employs the CPA Team-Based Model and works as a Consultant to CPAs/Accounting Firms. Employing his national resources and knowledge in support of delivering holistic solutions for clients, he helps clients identify and deliver advanced tax planning strategies for clients, reduce the CPA's concern of losing clients when referring them out to third-party service firms, identifies new, and/or improves existing revenue streams for the CPA and their firm, and expands their "brain-trust" by working with the country’s best-advanced planning specialists.

For business owners and individuals, it is Michael’s responsibility to uncover and reveal the solutions which best achieve their goals... Continually building strategic partnerships with Certified Public Accountants and Attorneys to best enhance the client experience.