At Simon Financial Group, affiliated with Lincoln Financial Advisors, we are a leader within the industry with the way we provide financial planning services. How? By being a national organization of fee-based financial planning firms focused on providing comprehensive financial planning for the affluent. Our primary product is our sound advice and solutions; financial products and services are secondary.

Our company philosophy is to do whatever is required to get our clients to take the actions necessary to put their financial affairs in the best possible order. We believe in service - first, last and always. We believe that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter. We place a premium on relationship building, not product selling. That's why Lincoln Financial Advisors financial planners develop a one-on-one relationships with their clients. We believe that our role is to promote trust between our partners and their clients by not getting in the way, but instead by providing support and an environment in which to succeed and to build long-term, revenue-generating relationships.

The professional financial planner in our organization is able to provide creative, "one of a kind" solutions -- and build a practice that is rewarding, both personally and financially. That's why we can say, with confidence, that Simon Financial Group is the partner of choice for high quality, fee-based financial planners. So if you want to be unfettered by bureaucratic goals and objectives, to be allowed freedom to think outside the box, to revel in the knowledge that you can control your own destiny, and are ready to take the step to take your practice to the next 623-2070.

We do not claim to be all things to all people. We work with high net worth business owners, professionals, executives and retirees - people who are responsible, respected leaders in their industries, professions and communities. By limiting our scope, we have developed a detailed understanding of the unique problems and opportunities that our clients face.

Many of our clients have trusted, long-term advisors - perhaps an attorney, a CPA or both - who have done much of their planning work (wills, trusts, business agreements, retirement plans, etc.). Our work supplements and coordinates the services these advisors provide. While each of your existing advisors is a focused specialist, we look at the various pieces of your financial picture and put them together by using a cross-disciplinary approach to help meet your objectives. We also work closely with your advisors to ensure that the alternatives you choose complement any existing business, estate tax or investment strategies.

In developing your personal financial plan, we also draw upon the specialized knowledge of other Lincoln Financial Advisors' professionals such as investment specialists and plan designers. This professional staff handles many situations each year involving the complex financial issues our clients face. This translates into our ability to help you achieve your goals.

CRN: 200710-2008853