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Simons Financial Network
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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

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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