Let us guide you at every stage of business growth and resilience with Planning, Retention and Protection
We provide affordable solutions tailored to your business needs that are rooted in the deep understanding of your business opportunities and challenges.
For your business we create customized solutions to significantly increase cash flow, profits and the total value of your business
Planning
We only use tested proven methods based on our 32 years experience helping all types of businesses and professional practices. This includes growth in cash flow, profits and the total value of your business. This is accomplished while minimizing chances of financial disaster in the event of (but not limited to) disability or death of a key employee or owner so your company can thrive not just survive… Learn More
Retention
In a competitive market you need to attract and most importantly retain top talented motivated employees. Here is how we help… Learn More
Protection
Only one in 17 business owners have plans in place that cover all potential catastrophic loss contingencies. Here is how we help… Learn More
Our services provide timely information and resources that lead to smart and lasting solutions in a complex global economy for your company.
We are a nationwide specialty firm with 32+ years of experience serving a diverse mix of over 350 business owners and their executives.
Here’s how we help you make the best decisions and outcomes:
- We carefully listen to your concerns and needs and ask all the important questions.
- You’ll work directly with Donald Simon, the owner of Simon Financial Company for 30+ years..
- Thus, we eliminate any concerns about you being handed off to assistants or agents with no professional designations or certifications or limited experience.
- We stay on top of your changing needs by helping you monitor and achieve your goals as your business grows.
- We retain 97% of our clients each year, demonstrating a high rate of client satisfaction.