Let us guide you at every stage of business growth and resilience with Planning, Retention and Protection
We provide affordable solutions tailored to your business or professional firm needs that are rooted in the deep understanding of your business opportunities and challenges.
Since 1981 we have only used tested and proven methods based on our 25+ years to help a diverse mix of 350+ businesses and professional firms. We help your firm thrive while minimizing chances of financial disaster in the event of (but not limited to) disability or death of a key employee or owner.
The most crucial specialty financial risk we handle for Partners and C-level executives occurs when a serious illness or accident suddenly occurs and they are unable to work. Thus they are no longer able to contribute to their 401(k) plan; for a 50 year old this amounts to a $1.1 million loss in investment potential to this 401(k) account. Example: Milton a 42 year Partner in a DC law firm called me recently to tell me four years ago he was hit by a drunk driver in DC and then in a coma for 20 days with a broken spine, then unable to work at all. He did not have this protection and asked me what he can do now. Tough question to answer. THE FIX TO AVOID THIS POTENTIAL CATASTROPHIC LOSS: There are a few financial institutions that will put in15% of your former pay monthly as long for as you can’t work in your own occupation until age 65/67. The cost for this plan is peanuts compared to the size of the catastrophic risk it removes. Call Don Simon now to find out this plan can easily be put in place for your firm now.
Retention
In this competitive job market it’s more challenging than ever to attract and retain top talented engaged and motivated employees. We help you accomplish this in several other effective proven ways that work.
Protection
Only one in 17 business and professional firms has updated plans that optimize profits and minimize or eliminate all potential catastrophic loss contingencies
Our services provide timely information and resources that lead to smart and lasting solutions in a complex global economy for your company.
We are a nationwide specialty firm since 1981 successfully serving a diverse mix of over 350 business owners and professional firms and their executives.
Here’s how we guide your firm with expertise to make important decisions most likely to result in optimal outcomes:
- We carefully listen to your challenges and opportunities and carefully and thoroughly show you options, with both upside and downside aspects of each option.
- You’ll work directly with Donald Simon, the Founder of Simon Financial Company LLC in1981.
- Thus, you eliminate any concerns resulting in you being handed off to assistants or agents with no professional designations or certifications or limited experience.
- We stay on top of your changing needs by helping you monitor and achieve your goals.
- You have an opportunity collaborate with our team of business professionals with each one having more than 20 years of experience so we can better help you.
- We retain 97% of our clients each year, demonstrating a high rate of client satisfaction.