- Private Wealth Services
- About Saul Simon
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Top 10 Reasons to Speak to Saul
- You are concerned about your parents' financial health and may need to provide financial support. You want me to take a quick diagnostic of your parents' financial situation or estate concerns.
- You are concerned your cash or CD’s will not keep up with inflation
- College funding strategies for your children.
- You don't know what would happen to your family if something should happen to you tonight.
- How can I reduce my income tax liability?
- You have a health issue or concern that could have an impact on earning an income.
- You need income from your portfolio or IRA in the next 3 years and need to set up a distribution plan. (Which takes into consideration allocation of investments, taxes & government requirements)
- You or a family member lost their job or a death occurred & need to review future sources of income.
- You are considering downsizing because you are not sure if you can support your current lifestyle.
- You are considering a divorce.*
If anything above resonates to your situation, please call me at 732-623-2070 to schedule an appointment. We are here to advise you on your financial planning and to help you look at things from a different perspective. We know that these are issues that can keep people up at night, so we would like to help you reduce your stress. Here's wishing you good health, prosperity & sense of security.
*Lincoln Financial Advisors Corp does not provide Divorce Planning.
SIMON SAYS® Let us help you Put Your Future in Capable Hands
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A financial advisor you can trust; an organization you can count on. With Simon Financial Group, you get both. Here's how we work:
- We identify your needs and objectives.
- We fully analyze and evaluate your personal situation.
- We give you input and advice to help you make timely, informed decisions.
The benefits of this approach are obvious. You gain a greater appreciation of your financial situation and the impact that various options can have on the financial well-being of you and your family. This places you in a better position to make wise decisions, and makes implementation much easier.
We're with you all the way.Many of our clients have long-term advisors - an attorney, a CPA, a broker - they already trust. We supplement and coordinate the work these advisors do for your estate, retirement and business planning. Specifically, we look at all areas of your financial plan and pull them together in a cross-disciplinary manner to most effectively meet your financial security and asset preservation needs and objectives.
No more guesswork.Without the help of an accurate, focused and longrange financial model, you aren't planning. You're just guessing.
We've developed proprietary software that allows us to create an individualized "financial condition model" for you. This model can reveal:
- The long-term adequacy of your current financial resources and plans.
- A comparative analysis of planning strategies you're considering or already have in place.
- The impact of future changes in your personal or family situation, asset values, taxes or inflation.
We help you see the big picture.Inflation. Changing tax laws. Volatile financial markets. Evolving personal, business and family circumstances. It can be overwhelming to keep up with or, for that matter, respond to the implications of every financial event that may impact you. And you don't have to - it's our job. Here's how we can help:
Succeeding in business succession.Today, fewer than one-third of family businesses survive to the second generation, and only about 12% make it to the third.1 So, whether you plan to retain or sell your business at death, disability or retirement, you need expertise to develop a succession plan that will also maximize the tax and financial benefits to you and your family.
Reducing the burden of estate taxes.Proper planning is the key to minimizing your estate settlement costs and preserving more of your estate. Without it, taxes can claim more than half of everything you own.
Retiring with a Sense of Security.Leave as little as possible to chance. That's our number one rule in helping our clients enjoy the retirement they deserve and desire.
Investing with confidence.Once we help identify your objectives, assess your risk tolerance and scrutinize your portfolio, we can suggest the appropriate asset allocation strategy. Based on your own preferences, we'll recommend specific investment products to help you reach your goals.
Getting educated.When it comes to preparing for your children's or grandchildren's education, you may need help. We stay on top of changing tax rules that affect education funding and can help you determine the best way to approach this need.
Building the foundation.A big part of keeping your dreams alive is protecting your family's financial situation. There is a full spectrum of insurance products designed to help you manage the risks of premature death, disability and health care.
We know planning like nobody's business.Simon Financial Group is a premier financial planning organization. Our affiliation with Lincoln Financial Group provides comprehensive support to our clients, along with the most advanced technology and the best people at both the local and national levels.
You see, we carefully select our financial planners and train them rigorously throughout their careers. Just as important, through our affiliations with Lincoln Financial Advisors Corp. they have access to some of the best minds in the financial field - investment specialists, plan designers and dedicated support personnel. Their combined expertise helps us successfully handle thousands of complex financial situations each year.
Choose your solutions. Secure your future.We complement our planning with access to an exceptional portfolio of insurance and investment products, all offered by leading companies that meet Lincoln Financial Advisor's strict due diligence criteria. In fact, our broker/dealer, Lincoln Financial Advisors Corp., offers access to more than 1,000 investment alternatives from over 130 respected names in the financial services industry. With a full range of products and companies, we are positioned to offer you access to some of the best insurance and investment products available in the industry today.
The Partner of ChoiceAs a company, we believe in providing our clients with clear solutions in a complex world. We believe in service - first, last and always. We believe that longterm customer relationships are more important than short-term gains, and will never sacrifice the former for the latter.
Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust - these are the commitments we make to each of our clients.
So if you're looking for a comprehensive financial planning organization, consider Simon Financial Group as your partner of choice.
You've succeeded in so many ways. You've "made it" - on paper at least. But still you wonder, "Is it enough?" "Could I do better?" "Is this the best I can do for my loved ones?" You need to know the answers. Because there are as many ways to enjoy what you've built as there are potential missteps that can cripple your financial future.
At Simon Financial Group, our purpose is to guide you to a more secure future. We look at every possible way to help you maximize all you've achieved in life. We offer a full range of financial planning products and services designed to help satisfy your personal financial needs and allow your heirs to enjoy the fruits of your labor.
We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future.
1 Source: Joseph Astrachan, Ph.D., editor, Family Business Review, as cited by Family Firm Institute, August 2001.