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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.

Contact Us

Please feel free to contact us with any questions.

Videos

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

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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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.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the future value of your current savings.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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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