Simon Says® What Will Your Retirement Look Like?
It’s never too late to begin saving for your retirement today.
Simon Says® Plan Today For A Prosperous Tomorrow.
Envision your future, explore your options, execute your plan.
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.

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.
Our Services

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.
Words of Wisdom
"An investment in knowledge pays the best interest."
- Benjamin Franklin

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.