Wornel Simpson

Investment Advisor

 

With a reputation for prudent fiscal management,  Wornel  has more than twenty-five years of experience developing diversified financial business management strategies.

Wornel Simpson's financial acumen, along with the solid backing of Advantage Capital Corporation, makes for a winning combination.  As an independent broker/dealer, Advantage Capital has no proprietary products and provides timely information, exceptional transaction services and a broad spectrum of investment products and services designed to meet the full range of investor goals and objectives.

Mr. Simpson is a bonded Registered Representative of Advantage Capital Corporation, holding  Series 7 and 63 registrations.  He is currently registered in the states of California, Arizona, Indiana, Illinois, Georgia and New York.  Wornel also holds California and New York State Department of Insurance Life licenses.



 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Which Way to Payday?

Even though small-business owners put a lot into their companies, including time and capital, sometimes it’s hard to determine exactly how much to take out.

IPO Trends

Though experts are expecting 2007 to be another big year for initial public offerings, or IPOs, the U.S. IPO market may not be the same as in years past.

Mutual Fund Comeback

The renewed interest in mutual funds is a reminder that they have something to offer just about anyone with a financial goal.

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