Broker Check

Who We Are

About Simon Financial Group

Simon Financial Group, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.

Our main service is to provide you an objective and comprehensive financial plan. We use a proven defined process to produce a customized financial plan written specifically for the client. The process begins with the financial planner collecting all of the necessary data about you and your objectives. We then take that data, analyze it and produce a financial plan which has specific findings and recommendations regarding your current situation and what needs to be done for you to help achieve your goals. In addition, we will discuss the solutions that can be used to implement your plan.

We adhere to the Lincoln Financial Advisors Philosophy 

Lincoln Financial Advisors is a nationwide financial planning firm with representatives in offices across the country. The Lincoln Financial Advisors’ "Serve First, Last and Always" philosophy was conceived over 50 years ago and still drives our business today. The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies to help meet the unique needs of our clients.


Below are the key qualities of "Serve First" and these are the commitments we make to you when you choose to retain us:

  • Conviction in what we do and sell
  • The courage to get our clients to take action
  • Competency based on continuing education and training
  • Communication that builds understanding and trust

With Simon Financial Group, our clients receive the best of two worlds: the experience and financial stability of a national long-standing financial institution, and the individual service that comes from having a personal financial advisor.

Lincoln’s financial professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation.

Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process.

Our goal is always to construct a financial roadmap specifically tailored to each individual or family. Since no two people are the same, no two financial plans will ever be the same. They are unique, just like the people with whom we work.

Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. It is not our position to offer legal or tax advice.
*Not practicing on behalf of Lincoln Financial Advisors

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