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