Our Comprehensive Range of Services
Our goal is to be your long-term resource, providing the guidance and support you need to
achieve your financial ambitions.
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Investment Solutions
At The Simon Group, we help clients pursue wealth-building, tax-efficiency, and long-term growth through a variety of tailored investment vehicles.
Income & Growth Solutions
- Stocks, Bonds, Mutual Funds, and Annuities
- 401(k) Rollovers
- Real Estate Investment Trusts (REITs)
- Unit Investment Trusts (UITs)
- Tax-Free Investments
- Exchange-Traded Funds (ETFs)
- Roth IRA and Traditional IRA options
Tax-Efficient Strategies
- Fixed-Income Bond Funds
- Convertible Securities
- Concentrated Equity Positions
Retirement Investment Strategies
- 401(k), 403(b), and Simple IRA Plans
- Executive Bonus Plans
- Deferred Compensation Strategies
Business and Qualified Plan Support
- Qualified Retirement Plans (SEP, DROP programs)
- Business Succession Planning
- Buy-Out Funding Options
- Stock Option Exercise Strategies
Bonds & CDs
- Municipal Bonds
- Taxable Bonds
- Brokered CDs
- Closed-End Funds
Additional Fixed-Income Management
- Money Market Funds
- Unit Investment Trusts (UITs)
- Personalized Asset Management Services
Insurance Protection
At The Simon Group, we offer a comprehensive range of services designed to meet both individual and business needs.
Individual Insurance Solutions
- Individual Health Insurance
- Affordable Care Act (ACA) Plans
- Term, Whole & Universal Life (Guaranteed / Variable)
Estate Planning Strategies
- Estate‑planning Trust Services
- Transfers to Beneficiaries
- Business Succession Planning
Business Insurance Solutions
- Group Health, Life & Disability Insurance
- Group Long‑Term Care Insurance
- Business Overhead Expense Insurance
- Disability Income & Long‑Term Care Insurance
- Key Person Insurance
Customer Support
- 24/7 · 365 U.S.‑Based Service
- Personalized, Tailored Solutions
Private Clientele Services
At The Simon Group, we are dedicated to helping our clients grow, protect and distribute their assets with precision—ensuring their legacy is upheld for generations to come.
Reserve Financial Strategies
- Wealth Management
- Charitable Giving
- Estate Conservation
Estate & Legacy Planning
- Personalized Estate Planning
- Wealth Distribution Plans
- Tax Optimization Strategies
- Legacy Planning
- Executive Bonus Programs
- Key Person Insurance
Sports & Entertainment Sector
- Accumulation & Distribution Planning
- Cost of Living Adjustment Management
Personalized Service
- Tailored Financial Management
- Long‑Term Goal Achievement
- Legacy Protection
Property & Casualty Insurance
At The Simon Group, we are dedicated to protecting your most valuable assets by identifying and reducing coverage gaps across every area of your life.
Personal Insurance Solutions
- Automobile Insurance
- Homeowners Insurance
- Renters Insurance
- Flood Insurance
- Jewelry & Fine Arts Insurance
- Collectibles Insurance
- Recreational Vehicle Insurance
- Antique & Collectible Car Insurance
- Exotic Car Insurance
- Watercraft & Yacht Insurance
- Gap Insurance
- Kidnap & Ransom Insurance
- Crime Insurance
- Terrorism Insurance
- Political Risk Insurance
- Aviation Insurance
- Builder’s Risk Insurance
- Directors & Officers Liability Insurance
Commercial & Business Insurance Solutions
- Agricultural Business Insurance
- Apartment & Condo Complex Insurance
- Fleet Insurance
- Business Flood Insurance
- Business Umbrella Insurance
- General Liability Insurance
- Hospitality Industry Insurance (Restaurants, Commercial Boats, Real Estate)
- Workers’ Compensation Insurance
- Employment Practices Liability Insurance
- Employer Benefit Liability Insurance
- Business Interruption Insurance
- Title Insurance
- Errors & Omissions Insurance
Legal & CPA State Alliance
At The Simon Group, we understand the importance of seamless collaboration when it comes to protecting and managing your financial future.
Collaborative Financial Solutions
- Strategic CPA & Attorney Partnerships
- Comprehensive Financial & Legal Guidance
Advance Directives
- Healthcare Surrogate
- Durable Power of Attorney
- Living Wills
- HIPAA Release
- Medical Power of Attorney for Minor Children
Asset Distribution & Creditors Protection
- Simple Last Will & Testament
- Revocable Trusts
- Irrevocable Life Insurance Trusts (ILIT)
- Special Needs Trusts (SNT)
- Qualified Terminable Interest Trusts (QTIP)
- Qualified Domestic Trusts (QDT)
- Enhanced Life Estate Deeds
Business Consulting
- Business Coaching: Leadership, Decision‑Making & Operational Effectiveness
- Advisory Services: Risk Management, Process Optimization, Growth Planning & Market Analysis
Fixed Annuities
A fixed annuity is designed to provide guaranteed, steady income—shielding you from market volatility and bringing stability to retirement planning.
What Is a Fixed Annuity?
- Guaranteed Steady Income Payments
- Fixed Interest Rate & Predictable Returns
- Protection from Market Volatility
- Ideal for Retirement Planning & Stability
Strategic Business Financial Management
- Sales Training
- Strategically Aligned Business Analysis
- Cash‑Flow Analysis
- Financial Projections
- Budget Strategy
Disclosure: Some health insurance products offered by unaffiliated insurers
Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC.
Strategic Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided.
Ready to Unlock Your Financial Potential with Us?
We’re fully prepared to provide you with a customized solution, expertly crafted to address your unique financial goals and aspirations.
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