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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.

View Videos
Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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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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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Accumulation

Estimate the future value of your current savings.

Required Minimum Distributions

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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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