Our Services
Expert financial tools and guidance to help you navigate your wealth with clarity.
Why Clients Choose B.E.S.T. Simken Financial
✓ Strategies Built Around Your Goals
✓ Retirement Income & Principal Protection
✓ Tax-Efficient Retirement Planning
✓ Independent Access to Leading Carriers
✓ Ongoing Support You Can Count On
BEST isn't just our name—it's our family's promise. Learn why that matters to every recommendation we make.
What Our Clients Say
Family has always come first for me. I've spent much of my life making sure the people I love are taken care of, so when it came to making financial decisions, I wanted someone who understood that my family would always be at the center of those decisions.
That's what I've found working with Scott and BEST Simken Financial.
Scott took the time to listen to what was important to my husband and me, educate us about our options, and help us put several different strategies in place. We've created our own personal banking strategy, taken steps to protect our retirement income, and I've established plans for each of my five grandchildren to give them an early start toward building their own financial futures.
What I've appreciated throughout the process is that Scott never made me feel like I was simply being sold something. He explains the choices, answers my questions, and gives me the information I need to feel confident about the decisions we're making.
Over time, our relationship has become much more than a professional one. Scott has become a good friend. We talk regularly, and I know I can pick up the phone and call him when I have a question, need some guidance, or sometimes just want to talk.
For me, financial confidence isn't only about taking care of today. It's knowing that my husband and I have taken steps to protect our future while also helping our children and grandchildren build theirs.
That's what family is about, and that's what I've found with BEST Simken Financial.
-- A. Martinez, Tucson AZ
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Our relationship with Scott and BEST Simken Financial began at a time when we were looking for someone new to help us with our retirement planning. We had become unhappy with the service we were receiving and contacted our insurance company to ask about working with another agent. They recommended that we contact Scott.
From our very first conversations, the experience was different.
Scott didn't begin by trying to sell us something. He began by listening. He wanted to understand our concerns, what we already had, what was important to us, and what we wanted our money to accomplish for the rest of our lives.
After gathering our financial information, Scott walked us through a detailed analysis of our current and future retirement situation. What we learned was reassuring: we were in very good financial shape, and much of what we already had was working well for us.
We especially appreciated that Scott was willing to tell us that.
Rather than suggesting that we replace things simply because he might have chosen something differently, he helped us understand what we already owned and showed us how we could make better use of it going forward. We adjusted our existing annuity's interest strategies and allocations and then left it in place to continue doing its job.
As certificates of deposit have matured and additional money has become available, we've continued to turn to Scott before deciding what to do next. Our priorities are very important to us: we want to enjoy the retirement we've worked for, have confidence that we won't outlive our income, and make sure that if one of us passes away first, the other will continue to be financially secure.
Scott took the time to educate us about different options that could address those concerns. He explained the advantages and considerations of each, answered our questions, and allowed us to make the decision we felt was right for us. We ultimately chose to add a strategy designed to provide guaranteed lifetime income for both of us.
What started with a phone call looking for a new agent has developed into a relationship built on trust. When another CD recently came closer to maturity, one of our first thoughts was to call Scott so we could sit down together again and decide what makes sense for us now.
That's what we value most about working with Scott. He listens before advising, educates before recommending, and keeps our objectives at the center of the conversation.
At this stage of our lives, we're not looking for someone to simply sell us another financial product. We want someone we trust to help us understand our choices and make confident decisions about the retirement we've spent a lifetime building.
That's what we've found with Scott and BEST Simken Financial.
- P & P Mannhalter, Casa Grande AZ
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I’ve been working with Scott and BEST Simken Financial for about four years. When we first started talking, I wanted to do more than just save money. I wanted to build something for my retirement while also creating a financial foundation and legacy for my children.
Scott helped me understand how I could begin working toward both.
I established a strategy for myself designed to help create tax-advantaged retirement income, and about a year later I put plans in place for each of my three children. Knowing that I’m working toward my own future while giving my kids a head start on theirs is very important to me.
One of the biggest differences with Scott is that our relationship has never felt like it ended when the paperwork was completed. Over the last four years, he’s continued to stay involved as my life, family, career, and financial objectives have changed. He takes the time to explain things so I understand what I’m doing and why, rather than simply telling me what he thinks I should do.
I’m now entering an exciting new chapter in my career. I’m moving to a new shop to work alongside my brother, and we’re also preparing for opportunities to grow our family’s automotive business. As those opportunities have developed, Scott has been someone my brother and I can talk with about how our financial planning may need to grow along with us.
And Scott’s support hasn’t always been financial.
When I was preparing to make the move to my new shop, Scott came out personally and helped me clean, organize, and move my tools and equipment so I could make the transition as smoothly as possible. You don’t expect that from the person who helps you with your financial planning.
That probably says more about our relationship than anything else I could write.
Scott talks about helping families Build, Grow, and Protect their financial futures. I’ve experienced that firsthand. We started with my retirement, expanded that planning to my three children, and now we’re beginning to think about the next chapter for our family and our business.
I started with Scott as a client four years ago. Today, I consider him a trusted advisor and a friend, and I’m looking forward to seeing what we build from here.
-- A. Chambers, Buckeye AZ
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What To Expect
During your complimentary strategy session, we'll:
✓ Review your current financial situation
✓ Identify opportunities to reduce risk and create tax advantaged situations
✓ Discuss strategies aligned with your goals
✓ Answer your questions with no obligation
Get in Touch
We help you make confident financial decisions. Let's start the conversation with a personalized consultation.