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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
How Income Taxes Work
A quick look at how federal income taxes work.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
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My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.