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Helping women make smart money decisions©

A Women's Financial Boutique© 

One-stop shopping – advice, services, and products – are carefully structured and fully integrated, allowing solutions that satisfy all of our clients' concerns – emotional as well as financial. Particular attention is paid to education, day-to-day money management, life goals & values, and wealth management.

Founder Eric Simons is a Certified Financial Planner ®(CFP®), IRS Enrolled Agent (EA), and Personal Business Manager. He helps busy individuals gain control of their finances.

Simons Financial Network was founded in order to utilize the services of related experts acting in concert.

As your Trusted Family Advisor ©,
SFN can provide:

  • Education & Advocacy

  • Our Flagship Personal Business Management

  • Divorce Financial Planning

  • Risk-Managed, Tax-Efficient Investing©

  • Tax Planning & Preparation

  • Financial & Retirement Planning

  • Estate Planning & Insurances

  • Credit Management & Negotiation

  • Entrepreneurial Counseling & Consulting

We Advise, You Decide©

Securities offered through Independence Capital Company, Member FINRA / SIPC.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
What Is Value Investing?

At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

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Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck