Kelli Simms's Contact Details

Kelli Simms's Company Details

Penn Mutual Wealth Strategies

Addison, TX, us • 100 - 249 Employees
Financial Services

We empower our clients with strategies designed to simplify and navigate life's financial journey. We do that by offering strategic planning, wealth management services and financial products that are custom tailored to our clients' specific needs. Our process is unique. We take the time to understand your different and evolving needs, because we know it's never "one size fits all". That's why we deliver personal care and attention and informed, relevant solutions. Our overall process consists of three steps focused on you: We meet with you to discuss your goals and help evaluate your financial situation, so we know what is important to you now and in the future. Next, we recommend a plan specifically tailored to your objectives, after we discuss your tolerance for risk, potential tax consequences, and insurance and investment options. Finally, we help you implement your plan, in collaboration with your other professional advisers. For a complimentary consultation, please call us at 469-737-4000 to start this important conversation.*All guarantees are based upon the claims-paying ability of the issuer. Facebook Business is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 15851 Dallas Pkwy Suite 100 Addison TX 75001. 469-737-4000. Penn Mutual Wealth Strategies is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. 2849625AL_DEC21