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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.

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Helpful Content

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When to Self-Insure

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Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Rightsizing for Retirement

What does your home really cost?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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