Frequently Asked Questions

Question: What is Successful Investing & Money Management®?

Answer Successful Investing & Money Management® is a team of financial experts at your disposal designed to help you on your path to financial independence. Your access to our Successful Investing & Money Management Experts will help you set and achieve your goals, overcome the obstacles that are holding you back, and create the life you’ve always wanted.

Question: What's included with the Successful Investing & Money Management® program?

Answer With this program, members will get:

  • Unlimited toll-free phone access to the Successful Investing & Money Management Experts.
  • Unlimited online access to SIMMsmart.com.
  • Access to the Successful Investing & Money Management online course.
  • Access to the Successful Investing & Money Management's Goal Tracker, which allows you to organize, track and manage your dreams, goals and projects—and even record your actions on your personal event calendar.

Question: Who are the Successful Investing & Money Management Experts?

Answer Our Successful Investing & Money Management Experts are a team of financial experts that you can work one-on-one with to create an achievable "road map" to realize your dreams. All of the Successful Investing & Money Management Experts have many years of experience in:

  • Setting and Obtaining Goals
  • Motivation
  • Creating a Successful Lifestyle
  • Overcoming Obstacles
  • Time Management
  • Getting Started
  • Relationship Building
  • And much more!

Question: When are the Successful Investing & Money Management Experts available?

Answer You can contact your team of Successful Investing & Money Management Experts toll-free at 1-800-305-0192. Our experts are available Monday - Tuesday 9:00 AM - 10:00 PM ET, Wednesday 9:00 AM - 8:00 PM ET, and Thursday - Friday 9:00 AM – 10:00 PM ET.

Question: How do I contact customer service?

Answer For questions regarding your Successful Investing & Money Management® program, you can contact our customer service team by calling toll free [++pei.dba_phone_fulfillment_pre_login. Our Customer Service team is available Monday through Friday 9:00am to 8:00pm Eastern Time. Closed holidays. If you wish to discontinue your membership please click here to cancel online.

Question: What is the cancellation policy?

Answer Monthly membership fees are charged automatically on each renewal date (i.e. monthly) until you cancel. You may cancel at any time during the month. Upon cancellation, your membership access to the Successful Investing & Money Management® program will continue 30 days from your last payment. If you wish to discontinue your membership please click here to cancel online or contact our customer service team by calling toll free 1-800-305-0192.