Broker Check
The Facts About Income Tax Why an EA is important?
 

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.

Contact Us

Helpful Content

How Long Will My Savings Last If I Become Disabled?

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

To choose a plan, it’s important to ask yourself four key questions.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

View all calculators arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

View all videos arrow