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
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Net Unrealized Appreciation (NUA) Explained
Have you considered the special tax treatment on company stock held in a 401(k) plan?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Looking ahead can help you conquer these unique obstacles.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The federal government requires deceased individuals to file a final income tax return.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how to set up your financial goals for success? This knight does.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Learn about cyber liability insurance in this entertaining video.
Here is a quick history of the Federal Reserve and an overview of what it does.