Tax & Accounting
Our Enrolled Agents can help provide effective tax preparation and strategies to make your life less taxing.Learn More
Tax & Accounting
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement- income sources.Learn More
Our Independent Insurance Agents can provide you with a sound insurance program that covers everything from Home and Auto to Life Insurance.Learn More
Our Perspective - A Comprehensive Financial Practice
Welcome, we’re Simons, a full Service Financial Services Firm in Hays, KS. We understand that individuals face unique challenges when it comes to choosing a firm to work with. We offer a holistic approach by addressing people’s needs for financial services from every aspect. No one has more experience, education, licenses and accreditations than we do. We are a team of multiple licensed and experienced professionals of Enrolled Agents, Insurance Agents, Tax Specialists, and have one of the few CFP’s within Kansas. With our holistic approach, we will evaluate your needs and offer you solutions that best fit those needs. Whether your goal is preparing for your retirement, saving taxes, or shopping for home and auto insurance, we can offer a comprehensive plan that is specifically for you.
Our professionals have years of experience in tax, financial and insurance services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
You’ve made investments your whole life. Work with us to help make the most of them.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here's a breakdown of how the federal government spends your tax money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The item most homeowners forget on their home improvement project checklist is insurance.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding the economy's cycles can help put current business conditions in better perspective.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?