Our Services

Our goal at The Simon Group is to actively help families, individuals and business owners build their financial freedom. We have the skills, knowledge and experience required to help meet out clients' established goals.
We work with high net worth individuals and institutional clients. We apply our experience in working with clients, money managers and trust companies to help clients clearly calculate their financial goals, assess their tolerance and time horizon, allocate their capital among various assets and selected investment managers. Our involvement with clients does not stop there. We continue to work with our clients on an ongoing basis, constantly monitoring and managing performance, reporting on performance and recommending change to clients' portfolios as needed.

We Offer These Services

Our objective is to become a lifetime resource for obtaining your financial aspirations.

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Investment Solutions

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

Income / Stocks / Bonds

• Stocks
• Bonds
• Mutual Funds
• Annuities
• 401k Rollovers
• Real Estate Invest Trust (REITs)
• Unit Investment Trust (UITs)
• Fixed Income Bond Funds
• Tax Free Investments
• Exchange Traded Fund (ETF)
• Roth IRA Traditional IRA Options
• TSA (Drop Programs)
• Pension Rollovers
• Convertible Securities
• Fixed Income Overview
• Fixed Income Strategies
• Concentrated Equity Positions

Retirement Investments

• 401K
• 403B
• Simple IRA
• Executive Bonus
• Deferred Compensation
• Qualified Plans
• Buy-Out Funding
• Qualified Retirement Plans
• Simplified Employee Pension    (SEP) Plan
Deferred Retirement Option              Program (DROP)
• The Owners-only 401(k)
• Business Succession
• Exercising Stock Options

Bonds & CDs

• Municipal Bonds
• Taxable Bonds
• Brokered CDs
• Fixed Income Offering Disclosure
• Documentation Information
• Municipal Bonds 
• Closed-End Funds
• Money Market Funds
• Unit Investment Trust
• Assets Management Service

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Insurance Protection

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

Individual & Group

• Term Life Insurance
• Whole Life Insurance
• Guaranteed Adv. Universal Life
• Variable Universal Life
• Estate Planning
• Group Life Insurance
• Disability Insurance
• Income Protection
• Health Insurance
• Flexible Spending Accounts
• Business Succession
• Health Insurance
• Group Disability Insurance
• Group Long Term Care
•  Long Term Care
• Key Person Insurance
• Estate Planning Trust Services
• Transfers to Beneficiaries
• Charitable Endowment Fund
• Business Overhead Expense 
• Protection Buy / Sell Protection

Health Insurance

• Group and Individual
• Health Savings Account
• Dental Insurance 
• Vision Insurance
• Group Health Insurance 
• Group Dental & Vision Insurance

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Property & Casualty

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

Personal

• Automobile Insurance
• Homeowners & Renters
• Flood Insurance
• Jewelry & Fine Arts Insurance
• Insurance for collectibles
• Fine Arts Scheduled Insurance
• Personal Excess Insurance
• Recreational Vehicles Insurance
• Antique and Collectible Car Insurance
• Exotic Cars Insurance
• Watercraft (Personal to Large Yachts)
• Gap Insurance
Kidnap and Ransom Insurance
• Crime Insurance
• Terrorism Insurance
• Political Risk Insurance
• Property Insurance
• Aviation Insurance
• Builder’s Risk Insurance
• Public Liability Insurance
• Directors and Officers Liability Insurance
• Errors and Omissions Insurance
• Prize Indemnity Insurance
• Professional Liability Insurance
• Collateral Protection Insurance
• Business Interruption Insurance
• Title Insurance
• Stop-loss Insurance

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Business Consulting

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

Sales Training

• Strategically Aligned

Business Analysis

• Cash Flow Analysis
• Loan Document Preparation
• Projections
• Budget Strategy

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Disclosure: Some health insurance products offered by unaffiliated insurers

Our Strategic Alliance Partners

Partnering up with the top companies in the Financial Industry

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View our partners

Are You Ready to Work With Us?

We are ready to bring you the best financial asset management solution geared towards whatever your specific financial needs are.

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contact us