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
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing the rules may help you decide when to start benefits.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Earnings season can move markets. What is it and why is it important?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
At what point can you call a personal vehicle commercial?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.