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Where do you want to go? We'll get there, together.

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

Our Services

Private Wealth

Private Wealth

Professional and objective financial advice, conducted on your terms, creates the critical connection to help you preserve, grow and transfer the assets you have accumulated.

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Business Owner Planning

Business Owner Planning

Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs.

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College / Education Funding

College / Education Funding

While it's best to get an early start, it is never too late to plan for the cost of your child's education. For assistance, call your professional financial advisor. He or she can help you plan today for your child's education tomorrow.

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Retirement

Retirement

Financial independence during retirement is a goal that many of us desire but rarely plan for adequately, We can estimate what you need to maintain your current lifestyle at retirement.

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Planning for Women

Planning for Women

Stop putting yourself last on your “to do” list. Take the appropriate steps to build a solid strategy and prepare for your financial future now.

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Investment Planning

Investment Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after your death.

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Estate Planning

Estate Planning

Understanding investment principles and strategies can help you avoid some of the pitfalls that snarl some investors.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of our family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Planning for the future.

Planning for the future.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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"My commitment is to help people preserve, protect & avoid making financial mistakes." - Saul M. Simon

"My commitment is to help people preserve, protect & avoid making financial mistakes." - Saul M. Simon

SIMON SAYS® Creating a bond and building a strong relationship based on trust is important to the success of any financial plan that we build together.

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