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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. No one has more experience, education, licenses and accreditations than we do. 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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What Is a 1035 Exchange?

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Tax Deductions You Won't Believe

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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Savvy investors take the time to separate emotion from fact.

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