Donald Simon Email and Phone Number

Donald Simon Founded Simon Financial Company LLC in 1981 to guide professional firms as follows:(1) We specialize in utilizing financial protection that fills a serious gap in your 401(k) plan. Here's the gap if you suddenly have a serious accident of illness and can't work for an extended period this specialty coverage will continue to make your 401(k) contribution monthly on your behalf as long as you are unable to work in your own occupation until age 65/67. To cover all C Level executives and Partners is costs peanuts (and tax deductible to your firm) compared to a loss of $1.1 million in investment potential for a 50 year old. Furthermore with the high cost of living ever combined with the longest life expectancy ever makes it essential to fill this gap. (2) We provide an "Under the Hood Checkup" of all financial and operational aspects of your firm. To get details and answer your questions call Don Simon CFP, ChFC 443-319-1925