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Financial Planning Process

The hallmark of Simon Financial Group is our unique, proprietary, financial planning process. Through Lincoln Financial Advisors our advisors are given sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.

Through our financial planning process, we evaluate every aspect of your life and look at the full picture as we develop a personalized plan which includes Estate Planning, Investment Planning, Education Funding, Insurance, Retirement Planning, and Business Owner Planning. By doing this, you can feel confident that all aspects of your life are evaluated together and your financial plan will identify solutions to help you toward your financial goals.

With our experience, knowledge and resources, we can help you navigate changing tax laws, volatile financial markets, inflation and evolving personal or business circumstances. We're here to find solutions for you and assist you in achieving your financial goals.

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