Your Complete Financial Solution

WE ARE HERE TO GUIDE YOU EVERY STEP OF THE WAY WITH YOUR FINANCIAL GOALS & PLANS

~
LEARN MORE

Welcome To Our Firm 

WE ARE HERE TO OPTIMIZE & MANAGE ALL OF YOUR FINANCIAL DEALINGS, START TO FINISH

~

Ready for your next investment?

It's behind everything we do and every decision we make. It's how we continue to deliver products and services to help our clients achieve their financial goals, and protect those who matter most.

how we work

How We Work

WE PROVIDE SPECIFIC FINANCIAL PRODUCTS TO OPTIMIZE YOUR ASSETS

~

INDIVIDUAL & BUSINESS

Getting to know you & and your business

Your needs will inevitably change over time. Our Financial Professionals offer a flexible approach that's customized to you. Our products and services are designed for individuals and families as well as for businesses and their employees.

So whether you're taking care of loved ones, a family business, a company or a group of employees, you'll receive the same level of personalized attention. This is at the core of our commitment to you.

THE RESERVE

Getting to know you & and your business

We have worked with individuals families, businesses and institutions-to deliver services and solutions that help build, preserve and manage wealth.
We understand our client's aspirations, and we're as devoted to their goals as they can.
Wealth Management helps affluent families address the complex challenges of managing significant wealth by providing an exceptional level of service and your financial, family and social capital.

THE LEGENDS

Dedicated to serving the unique & sophisticated needs of PRO athletes & entertainers.

Successful people in the sports and entertainment industries have distinct needs that require very specific capabilities. We created Legends Sports & Entertainment to concentrate the resources and talent to address those needs. Hand-picked seasoned Financial Advisors who have spent years working with high-achieving professionals in these industries, helping them make smart choices about how they save, spend, invest, borrow, protect and give. We require our Directors to participate in advanced education programs to remain up-to-date on any industry developments that could impact wealth panning.

Our Services

No matter where you are in life, we can help make sure your next step are the right ones.

~

Investment Solutions

We offer a range of financial strategies & solutions to help you every step of the way.

LEARN MORE

Insurance Protection

It's imperative to protect everything you've created by  preparing for unexpected.

LEARN MORE

Property & Casualty

We work to protect your most valuable assets to reduce gaps in your coverage in all aspects.

LEARN MORE

Private Clientele

Dedicated to helping clients grow, protect and distribute their assets to uphold their legacy.

LEARN MORE

Legal & CPA State Alliance

We offer a strategical alliance with Attorneys and CPA firms for all your financial needs.

learn more

Business Consulting

Strategically taking your business to run all the financial aspects as efficiently as possible.

LEARN MORE

Testimonials

“ I have a business in town and needed business insurance & liability coverage - The Simon Group came to the rescue with a nicely priced insurance package that fit all my needs! ”

Larry The Cat

Miau Media Corp.

“ I love the fact that I can get all the services I need in one place. The Simon Group has been very thorough & professional with me, thanks again! ”

Morgan Jhons

DogRescue.com

“ I hired The Simon Group this year and so far I can say that they been professional and kind, leading and explaining to my every step in the process. Thanks! ”

Catnis Evergreen

Gato Sapiens Inc.

Awesome Team Of Professionals

To mark the ocassiont of the Scottish adipiscing elit, sed do eiusmod amore
temporal incididunt ut

~
Tim Lahaye
Project Manager

Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea.

Tina Lahaye
UIX Designer

Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea.

Tom Lahaye
Developer

Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea.

Our Portfolio

Awesome illustrations by Kemal Sanli do eiusmod tempor incididunt ut labore et dolore magna aliqua.

~
LOAD MORE 

Send Us Your Inquiry

We are ready to work with you on all of financial needs

~

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form :(