Tax & Accounting
Our Enrolled Agents can help provide effective tax preparation and strategies to make your life less taxing.Learn More
Tax & Accounting
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement- income sources.Learn More
Our Independent Insurance Agents can provide you with a sound insurance program that covers everything from Home and Auto to Life Insurance.Learn More
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. 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.Contact Us
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Remember that family reunion you wanted to forget?
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Business owners with the desire to see their businesses continue after they are no longer involved need to plan quite carefully.
Are women prepared for a 20-year retirement?
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Imagine your ideal post-pandemic retirement with this animated video.
Here are five facts about Social Security that might surprise you.
Learn about cyber liability insurance in this entertaining video.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.