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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 our informative guide: 2022 Tax Planning

Download our informative guide: 2022 Tax Planning

Download our guide in which we explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. This guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.

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SIMON SAYS® HAVING "THE TALK" WITH YOUR SPOUSE

SIMON SAYS® HAVING "THE TALK" WITH YOUR SPOUSE

No one wants to think about being alone and without your spouse by your side, and as much as it is painful to think about, it must be discussed and planned for as the reality is at some point in every life the inevitable will occur. In this blog I talk about how to handle this very important and sometimes difficult conversation.

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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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Estate Planning

Estate Planning

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. Without having an effective estate plan in place, your estate may not be distributed as you wish. 

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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

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

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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. 

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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 true purpose has always been to help individuals and families grow, preserve and protect their wealth, and plan for a comfortable retirement." - Saul M. Simon

"My true purpose has always been to help individuals and families grow, preserve and protect their wealth, and plan for a comfortable retirement." - 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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