Jeffrey David Simpson, CLU, ChFC®

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Jeff has been working in the financial services industry since 1995. He has dedicated a majority of his practice to working with professionals, business owners, and families in the tri-state area. Jeff’s mission is to help his clients make important financial decisions with ease and confidence, so they have money when they need it the most. Jeff uses a client focused process that helps each person work towards their hopes and dreams. Jeff’s financial analysis includes work in the following areas:

• Financial Planning
• Life Insurance 
• Disability Income Protection  
• Retirement Strategies
• Investment Management 

Jeff also works with his Diamond State team in the following areas:

• Employee Benefits
• Business Continuation Strategies
• Estate Planning
• Long-Term Care Insurance

Jeff has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. Jeff is a Registered Representative and an Investment Advisor Representative of Securian Financial Services, Inc.

Personal

Jeff lives in Media, PA, with his wife Lisa and his two daughters, Grace and Ava. In his free time, he enjoys spending time with family, golfing, and traveling. Jeff volunteers his time on the Board of Managers at the Rocky Run YMCA in Media and also helps coach both of his daughters' youth soccer teams.