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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.

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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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Making It Make Sense: The Roth 5-Year Rule

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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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