At The Simon Group, our mission is to empower families, individuals, and business owners on their journey to financial freedom. With a wealth of skills, expertise, and experience, we are dedicated to helping our clients achieve their financial goals. We specialize in working with high-net-worth individuals and institutional clients, leveraging our deep experience in collaborating with clients, money managers, and trust companies. This enables us to help clients clearly define their financial objectives, assess their risk tolerance and time horizons, and strategically allocate their capital across a diverse range of assets and investment managers. Our commitment to our clients extends beyond initial planning. We provide ongoing guidance, continuously evaluating and recommending adjustments to ensure their portfolios remain aligned with their evolving needs and goals.
Our goal is to be your long-term partner, providing the guidance and support you need to
achieve your financial ambitions.
At The Simon Group, we offer a comprehensive suite of investment strategies designed to guide you at every stage of your financial journey.
Our Income & Growth Solutions include diverse options such as stocks, bonds, mutual funds, and annuities, as well as 401k rollovers, real estate investment trusts (REITs), and unit investment trusts (UITs). We provide access to tax-free investments, exchange-traded funds (ETFs), and both Roth IRA and Traditional IRA options to help optimize your portfolio’s growth while minimizing tax liability.
Additionally, our tax-efficient strategies, including fixed-income bond funds, convertible securities, and concentrated equity positions, are designed to meet your unique financial goals. For those focused on retirement investments, we offer tailored solutions like 401(k), 403(b), Simple IRA, executive bonus plans, and deferred compensation strategies.
We also provide comprehensive support for qualified plans, business succession, and buy-out funding options, as well as exercising stock options and planning for qualified retirement plans such as SEP and DROP programs. Our Bonds & CDs offerings include a variety of investment vehicles like municipal bonds, taxable bonds, brokered CDs, and closed-end funds, designed to provide reliable, steady returns.
We also offer a selection of money market funds, unit investment trusts, and personalized asset management services to help you manage your fixed-income investments efficiently. With our diverse range of investment options, we are committed to helping you achieve your financial goals, ensuring that your investments work as hard as you do.
At The Simon Group, we offer a comprehensive range of services designed to meet both individual and business needs.
Whether you're looking for individual or group health insurance, we provide tailored solutions, including Affordable Care Act (ACA) plans. Our offerings extend to a variety of life insurance options, including Term Life Insurance, Whole Life Insurance, Guaranteed Adjustable Universal Life, and Variable Universal Life. We also specialize in estate planning strategies to help you plan for the future, with services like estate planning trust services, transfers to beneficiaries, and business succession planning.
For businesses, we provide essential protections such as Group Life Insurance, Group Disability Insurance, Group Long-Term Care Insurance, and Business Overhead Expense Insurance. Our solutions also cover critical needs like disability income insurance, long-term care insurance, and key person insurance.
Whether you're protecting your family, your business, or your employees, we pride ourselves on offering personalized service and support, with 24/7, 365 U.S.-based customer support, ready to assist you at any time.
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.
Our Reserve services provide comprehensive financial strategies, including wealth management, charitable giving, and estate conservation. We specialize in developing personalized estate planning strategies and wealth distribution plans, with tailored tax strategies to optimize your financial picture.
Our legacy planning solutions are designed to preserve your wealth and pass it on according to your vision, while our executive bonus programs offer additional support for high-level executives. In addition, our Legacy & Estate Solutions focus on estate planning, legacy planning, and key person insurance, securing the future of your estate and ensuring your family's financial well-being.
For those in the Sports & Entertainment sector, we offer specialized services, including accumulation and distribution planning, along with strategies for managing the cost of living adjustments over time. With a deep commitment to personalized service, we ensure that your financial journey is strategically managed, helping you achieve your long-term goals and safeguard your legacy.
At The Simon Group, we are dedicated to safeguarding your most valuable assets by identifying and reducing coverage gaps across all areas of your life.
Whether you're seeking personal or commercial insurance, we offer tailored solutions to protect what matters most.
For personal insurance, we provide comprehensive coverage including automobile, homeowners, and renters insurance, as well as specialty options such as flood insurance, jewelry & fine arts insurance, and insurance for collectibles.
We also cover unique needs like recreational vehicle insurance, antique and collectible car insurance, and exotic car insurance.
Our solutions extend to protecting your watercraft, from personal boats to large yachts, along with gap insurance, kidnap and ransom insurance, crime insurance, terrorism insurance, and political risk insurance.
Additionally, we offer aviation insurance, builder’s risk insurance, and directors and officers liability insurance, among many others to ensure that your personal assets and lifestyle are fully protected.
For commercial & business insurance, we offer protection for businesses of all types and sizes, including agricultural businesses, apartment and condo complexes, and fleet insurance. We also cover business flood insurance, business umbrella insurance, and general liability.
Additionally, we offer specialized insurance for the hospitality industry, such as restaurant insurance, commercial boat insurance, and real estate insurance.
Our workers' compensation, employment practices liability insurance, and employer benefit liability insurance services help businesses safeguard their employees and operations. We also offer business interruption insurance, title insurance, errors and omissions insurance, and more.
With a focus on reducing risk and providing comprehensive protection, we ensure that both your personal and business assets are covered with the right policies tailored to your specific needs.
At The Simon Group, we understand the importance of seamless collaboration when it comes to protecting and managing your financial future.
That’s why we’ve formed a strategic alliance with CPAs and experienced attorneys to offer comprehensive financial solutions tailored to your unique needs. Whether you’re planning for the future, protecting your assets, or ensuring your legacy, we work in partnership with trusted professionals to provide you with expert guidance in all areas of law and accounting. We specialize in advance directives, including healthcare surrogate, durable power of attorney, living wills, HIPAA release, and medical power of attorney for minor children, ensuring your healthcare and decision-making preferences are honored.
Our asset distribution & creditors protection services include a wide range of estate planning solutions to safeguard your wealth and ensure it’s passed on according to your wishes. We offer a variety of trust structures such as simple last will & testament, revocable trusts, irrevocable life insurance trusts (ILIT), and special needs trusts (SNT). For more complex needs, we provide qualified terminable interest trusts (QTIP), qualified domestic trusts (QTIP), and enhanced life estate deeds, all aimed at protecting your assets and minimizing exposure to creditors. Through our strategic partnership, we offer a holistic approach to your financial, legal, and estate planning needs, ensuring peace of mind for you and your family.
Fixed Annuities Strategically taking your business to run all the financial aspects as efficiently as possible.
Sales Training
• Strategically Aligned Business Analysis
• Cash Flow Analysis
• 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.
