The Simon Group is a fiduciary* firm that assists state employees in Florida, with finding the best solution for your financial needs. We have a unique understanding of the needs of state employees that allows us to help you find the best solutions from your health to your wealth. *We have to act in YOUR best interests
Schedule an appointment today to get your FREE Retirement Book.
954-599-1950
OUR PARTNERS
Explore Our Solutions
Retirement
Retirement goals are as unique as the person defining them. We are experienced in working with people like you to develop an effective retirement savings strategy.
Long Term Care
Our specialized staff will help you design the right plan. You want to live out the last days of your life as comfortably and with as much dignity as possible.
Life Insurance
We will help you prepare for the unexpected. Life insurance provides financial protection against unforeseen events like an accident or disability, and can help cover lost income.
Medicare
If you are over 65 or have disabilities, then Medicare is available to you. View our Medicare and Health options today.
Drop Options
How Deferred Retirement Option Plans work. DROPs may seem complex at first glance, but they’re not overly complicated.
Financial Planning
Start Investing in your future today. Start planning your future today with our experienced representatives ready to help.
Contact Us
Call us today! It is never too early to get started on your financial and investment planning . Tell us more about your goals, and we will get you started on a plan to achieve them.
FAIR
Hours
Monday – Friday: 9am – 5pm
Saturday – Sunday: By appointment
