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:
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Education & Advocacy
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Our Flagship Personal Business Management
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Divorce Financial Planning
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Risk-Managed, Tax-Efficient Investing©
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Tax Planning & Preparation
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Financial & Retirement Planning
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Estate Planning & Insurances
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Credit Management & Negotiation
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Entrepreneurial Counseling & Consulting
We Advise, You Decide©
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.