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 do not evaluate only one aspect of your life, we look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies 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.