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
Extended Care: A Patchwork of Possibilities
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Important Birthdays Over 50
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Explore the growing influence women wield over the economy with this handy infographic.
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
College Savings
See how much you may need to save now to cover future college costs for your child.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.