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.
Since 1981 we use well proven ways to provide a unique competitive edge to 350+ professional firms to attract and retain the best qualified professionals and executives who are the backbone of your firm.
The most overlooked catastrophic risk we specialize in is helping differentiating your professional firm from competing firms in a unique way in order to safeguard your firm from losing Partners and top executives to them. Managing Partners of law firms tell us because of ABA Model Rule 5.6 that prevents non-compete agreements what we provide is doubly important to their firms Partner retention strategy. One example is for any 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 contribute to their 401(k) plan. Why is this a big deal?
For example for a totally disabled 50 year old the 15% of pay (+8% average return) the shortfall in their 401(k) account balance at age 67 equals $2,079,000 (age 50 equals $1,518,000).
THE EASY FIX TO COVER THIS CATASTROPHIC RISK: There are several $300B+ financial institutions we represent that will put in 15% of your Partners former pay monthly (+8% average return) until age 67. The cost to cover all your executives and Partners is very affordable and tax deductible. Because most professional firms surprisingly do not recognize this risk let alone know how to cover it, this provides your firm an important differentiating edge over competing law firms.
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 1981 successfully serving 350+ professional with a 97% client retention ratio.
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 CHFC, the Founder of Simon Financial Company LLC.
- Thus, you eliminate any concerns resulting in 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.