Simple Safeguards: How to Stay Safe From Identity Theft and Cybercrime
Cybercrime and identity theft is growing every year and more people are falling prey. The cyber criminals are getting smarter and more sophisticated in their methods – even very savvy people are fooled by their tactics and methodology. This free informative PDF explains how to protect you and your family from becoming victims and what to do if you should become one:
- Prevent Identity Theft
- Watch Out For Tricks
- Protect Your Computer
- Protect Your Social Security Number
- Child Identity Theft
- Steps to Take if You Are A Victim of Identity Theft
- Common Cybercrime Scams
YOUR FINANCIAL ROADMAP FOR 2022
It’s not conveying anything new when we say that we are living in very uncertain times. But one thing we know for sure, just as you should use a roadmap when you head out for a trip, the same is true for your personal finances. You need a financial roadmap in order to arrive at the desired destination.
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.