Tax & Accounting
Investments
Retirement
Insurance
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. 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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Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Compare two different scenarios side by side to see how they stack up over time.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Estimate how much life insurance coverage may be appropriate for your situation.
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There are thousands of ETFs available. Should you invest in them?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
