Let us guide you with your professional firm's growth, resilience and Retention

We provide affordable solutions tailored to your professional firms needs that are rooted in the deep understanding of your firms opportunities and challenges.

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Since 1989 we use proven strategies to provide a unique competitive edge to 350+ professional firms to attract and retain the best qualified professionals and executives, because they are the backbone of their firm.

We specialize in helping professional firms differentiate from competing firms in a unique, proven way to safeguard them from losing Partners and top executives. Especially for law firms because ABA Model Rule 5.6 prevents non-compete agreements what we provide for them is doubly important to their firms Partner retention strategy. Here is one example: for a Partner in your firm who becomes totally disabled and thus unable to work; thus they are no longer have a paycheck to be able to continue to contribute to their 401(k) plan. Why is this a huge problem for Partners and what is the fix that will also help Partner retention?

A quick example; for a 45 year old totally disabled Partner they will suffer a shortfall in their 401(k) account balance at age 67 of $2 Million = 15% of final pay monthly+ 8% avg. return (vs age 40 loss $2.6 M, age 50 $1.5 M). We show you two options to 100% cover this risk for all your Partners which works well, as evidenced by our 97% avg. annual retention ratio for our 115 law firm clients. The key benefit for Partner Retention is that when Partners consider leaving your firm they must take in to consideration that if they go with a competing law firm they are leaving an average potential benefit of $2 Million on the table.  Based on our specialized knowledge and experience we show your firm how to communicate this potential loss for your Partners in a timely and effective way. NOTE: This is entirely separate from your employee benefit offering. This is crucial otherwise your firm will greatly dilute the value and power of this offering for your Partners. 

Our advisory services

Our services provide timely information and resources that lead to smart and lasting solutions in a complex global economy for your Professional Firm.

We are a nationwide specialty firm since 1989 successfully serving 350+ firms with a 97% client retention ratio.

Here’s how we guide your firm with expertise to make important decisions and follow through that result in optimal outcomes:

  • We carefully listen to your challenges and opportunities. We then carefully and thoroughly show you options, with both upside and downside aspects of each option in detail..
  • You’ll work directly with Donald Simon CHFC, the Founder of Simon Financial Company LLC.
  • Thus, you eliminate any concerns about you being handed off to assistants 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 by suggesting well thought out solutions..
  • We retain 97% of our clients every year, demonstrating a high rate of client satisfaction