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
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
U.S. Personal Savings Rate
What can be learned from the savings rate?
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.