Patricia Simmons
CFP, CLU · Simmons Insurance Advisors
About Patricia Simmons
Patricia Simmons has spent 16 years helping families in the Kansas City metro protect themselves with the right insurance coverage and estate plans. Her independent, client-first approach means she shops across dozens of carriers to find the best policies at the lowest prices.
Services Offered
Fee Structure
Commission-Based
Minimum assets: $50,000
This advisor earns commissions on financial products they recommend. Products may include insurance, annuities, and investment funds.
Specialties
Insurance Planning
Get the right coverage with expert analysis of life, disability, long-term care, and property insurance needs.
Estate Planning
Protect your legacy with wills, trusts, beneficiary designations, and wealth transfer strategies for future generations.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose Patricia?
16+ Years Experience
Proven track record serving clients since 2010
2 Professional Credentials
Holds CFP, CLU designations
95 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Patricia has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Patricia is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Patricia for over 5 years and they have consistently delivered excellent advice. Their expertise in Insurance Planning has saved us thousands.
Location
Kansas City, Missouri
Map integration available on request
Request a Free Consultation
Connect with Patricia to discuss your financial goals. In-person or virtual meetings available.
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