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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. 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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All Muni Bonds Are Not Created Equal

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

Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.

 

Reviewing Your Life Insurance Needs

Learn how the review process works and how it may help you better understand your Life Insurance.

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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Spotting Credit Trouble

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My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

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

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Calculate your required minimum distribution amount based on your account balance and age.

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Estimate how much of your Social Security benefit may be subject to federal income tax.

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

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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