Craig Siminski, of CMS Retirement Income Planning, is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 22 years of experience. His goal is to provide families, business owners, and their employees with assistance in building their financial freedom.
“I’m not the universal expert; I’m more of a wrangler of experts. I will work with the full panoply of the technical resources and personnel at my command to find strategies best suited to your personal situation. I promise you that one will ever understand that personal situation better, nor care about it more, than I do.
I am committed to designing and implementing financial strategies that focus on my clients’ needs and goals. I strive to attain these goals by providing comprehensive planning for families and business owners by focusing on tax saving strategies, retirement needs, investments, insurance and legacy planning.
My personal goal is to become a lifetime resource for each and every client. I am an advocate for my clients and my profession. I continuously keep my saw sharp by educating myself and earning professional designations, so I can provide sound advice for my clients.”
Professional Industry Designations:
CERTIFIED FINANCIAL PLANNER™ professional
CLU – Chartered Life Underwriter Designation
CASL – Chartered Advisor for Senior Living Designation
CPFA – Certified Plan Fiduciary Advisor
AEP® – Accredited Estate Planner
To Contact Craig Siminski, Please Give Him a Call at 920-569-8363. And, Please let Craig know that the Green Bay News Network Sent You.
Securities and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.