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 Mgt
  • Credit Management
  • Financial Planning
  • Insurance Oversight
  • Investment Oversight
  • Long-term Care Plng
  • Negotiating/Advocacy
  • Record-Keeping
  • Reporting
  • Retirement Planning
  • Tax & Estate Planning
  • Tax Preparation
  • Misc. & Customized Services

Day-to-Day Financial Management - Live for Today, Plan for Tomorrow©

  • Education
  • Goal-Setting
  • Consulting
  • Budgeting
  • Cash-Flow Mgt
  • Business Counseling
  • Credit Rehabilitation - A New Lease on Life©
  • Mortgage Brokerage
  • 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
  • Litigation Support
  • Mediation Support
  • Long-term Care Plng
  • Money Management
  • Retirement Planning
  • Tax Planning & Prep

Credit Rehabilitation Services - A New Lease on Life©

  • Educating
  • Goal-Setting
  • Credit Reports
  • Credit Analysis
  • Credit Consulting
  • Budgeting
  • Cash-flow Mgt
  • Letter-writing
  • Credit Rehabilitation
  • Negotiating
  • Credit Management
  • Mortgage Brokerage
  • Business Loans
  • Investment Loans

Financial Planning - Helping Women Make Smart Money Decisions©

  • Education
  • Credit Management - A New Lease on Life©
  • Divorce Planning - Honorable, Equitable Solutions©
  • 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
  • Debit Cards
  • Direct Participation Programs
  • Educational IRAs/529s
  • Income-Production
  • Individual 401(k)s
  • Investment Advisory
  • Investment Brokerage
  • Keogh Plans
  • Mutual Funds
  • Risk-Management
  • Roth IRAs
  • SEP IRAs & Keoghs
  • Stocks
  • Tax Credits
  • Traditional IRAs

Insurances - Not Falling Back is a Good Way to Get Ahead©

  • Health & HSAs
  • Disability Income
  • Business Overhead
  • Long Term Care
  • Buy-Sell
  • Key-Man
  • Bonus Plans
  • Welfare Benefit Trusts
  • Life:
    • Term
    • Whole Life
    • Universal
    • Variable
    • First-to-Die
    • Second-to-Die

Simons $eminars© & Educational Resources

  • www.womenandmoney.tv
  • Lecturing, Seminars & Workshops
  • Articles
  • Newsletters
  • TV
  • Radio
  • Interviews
  • Public Appearances