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Helping women make smart money decisions©

A Women's Financial Boutique© 

One-stop shopping – advice, services, and products – are carefully structured and fully integrated, allowing solutions that satisfy all of our clients' concerns – emotional as well as financial. Particular attention is paid to education, day-to-day money management, life goals & values, and wealth management.

Founder Eric Simons is a Certified Financial Planner ®(CFP®), IRS Enrolled Agent (EA), and Personal Business Manager. He helps busy individuals gain control of their finances.

Simons Financial Network was founded in order to utilize the services of related experts acting in concert.

As your Trusted Family Advisor ©,
SFN can provide:

  • Education & Advocacy

  • Our Flagship Personal Business Management

  • Divorce Financial Planning

  • Risk-Managed, Tax-Efficient Investing©

  • Tax Planning & Preparation

  • Financial & Retirement Planning

  • Estate Planning & Insurances

  • Credit Management & Negotiation

  • Entrepreneurial Counseling & Consulting

We Advise, You Decide©

Securities offered through Independence Capital Company, Member FINRA / SIPC.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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Locked Out? How to Break Into Todays Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck