Download our informative e-book: Women & Investing!
This is a resource for women who are seeking perspectives on how to take control of their financial lives, be better equipped to avoid financial pitfalls and pursue the life they want.
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.
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.
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.
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.
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.
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.
Investment Planning
Understanding investment principles and strategies can help you avoid some of the pitfalls that snarl some investors.
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.
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.
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.
"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.