Products & Services

 

Simons Financial Network specializes and helps in the following areas:

Personal Business Management
- Your Personal CFO © (‘Family Office’)
  • Banking
  • Bill-Paying
  • Budgeting
  • Business Counseling
  • Cash-Flow Management
  • Credit Management
  • Financial Planning
  • Insurance Oversight
  • Investment Oversight
  • Long-Term Care Planning
  • Negotiating/Advocacy
  • Record-Keeping
  • Reporting
  • Retirement Planning
  • Tax & Estate Planning
  • Tax Preparation
  • Miscellaneous Services
  • Customized Services
Day-to-Day Financial Management
- Live for Today, Plan for Tomorrow ©
  • Education
  • Goal Setting
  • Consulting
  • Budgeting
  • Cash-Flow Management
  • Business Counseling
  • Credit Rehabilitation
  • Savings Plans
  • Tax Planning
  • Tax Preparation
Divorce Financial Planning
- Honorable, Equitable Solutions ©
  • Advocacy & Support
  • Education
  • Alimony/Maintenance
  • Budgeting
  • Child Support
  • Credit Management
  • Division of Assets
  • Education Planning
  • Estate Planning
  • Expert Testimony
  • Forensic Accounting
  • Insurance Analysis
  • Investment Analysis
  • Collaborative Divorce
  • Mediation Support
  • Litigation Support
  • Long-Term Care Planning
  • Money Management
  • Retirement Planning
  • Tax Planning & Preparation
Credit Rehabilitation Services
- A New Lease on Life ©
  • Educating
  • Goal Setting
  • Credit Reports
  • Credit Analysis
  • Credit Consulting
  • Budgeting
  • Cash-Flow Management
  • Letter Writing
  • Credit Rehabilitation
  • Negotiating
  • Credit Management
  • Investment Loans
Financial Planning
- Helping Women Make Smart Money Decisions ©
  • Education
  • Credit Management
  • Divorce Planning
  • Education Planning
  • Estate Planning
  • Insurance Planning
  • Investment Planning
  • Long-Term Care Plng
  • Money Management
  • Retirement Planning
  • Tax Planning
Investing -
Risk-Managed & Tax-Efficient ©
  • Annuities (Fixed/Variable)
  • Banking & CDs
  • Brokerage Accounts
  • Check Writing
  • Direct Participation Programs
  • Educational IRAs/529s
  • Income-Production
  • Individual 401(k)s
  • Investment Advisory
  • Investment Brokerage
  • Keogh Plans
  • Mutual Funds & Stocks
  • Risk Management
  • IRAs
  • SEP IRAs
  • Tax Credits
Insurances
- Not Falling Back is a Good Way to Get Ahead ©
  • Health
  • Health Savings Accounts
  • Disability Income
  • Business Overhead
  • Long-Term Care
  •  
  • Life:
    • Term
    • Whole Life
    • Universal
    • Variable
    • First-to-Die
    • Second-to-Die
    • Buy-Sell
    • Key-Man
Simons $eminars© & Educational Resources