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
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Purchasing homeowners insurance is critical for protecting your home.
When to start? Should I continue to work? How can I maximize my benefit?
Five strategies for managing your student debt.
It's important to make sure your retirement strategy anticipates health-care expenses.
These food myths will really put a drain on your wallet.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Have you explored all your options when it comes to managing your taxable income?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
What are your options for investing in emerging markets?
How does your ideal retirement differ from reality, and what can we do to better align the two?
If you died, what would happen to your email archives, social profiles and online accounts?