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Insure My Pension
The Simon Group

About The Simon Group

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.

Planning Futures

"Retirement is about having the time and resources to do the things you enjoy most in life."

InsureMyPension focuses on retirement planning and comprehensive financial guidance. We provide personalized financial solutions tailored to various life stages, ensuring our clients can achieve their retirement dreams.

Our philosophy centers on understanding that retirement planning is not just about finances—it's about creating the lifestyle you've always envisioned for your golden years.

Your Future Starts Today

Every great retirement begins with a single step forward

A Proven Approach

Our systematic process ensures transparent, personalized service that puts your goals first

1
Clarify Fee Structure

Transparent pricing and costs with no hidden fees or surprises

2
Analyze Goals

Understanding your objectives and retirement vision

3
Compare Portfolio

Evaluating your existing investments and identifying gaps

4
Recommend Strategy

Investment strategy based on your individual risk tolerance

Why Choose Us?

Diverse Experience

Team with varied finance backgrounds bringing comprehensive expertise to your planning

Ethics & Integrity

Strong commitment to ethical practices and putting your interests first

Fully Licensed

All team members are properly credentialed and licensed professionals

Unbiased Recommendations

Independent advice focused solely on your needs and best interests

Ready to Start Planning Your Future?

Contact us today to begin your journey toward a secure and fulfilling retirement

Call Us

954-599-1950

Office Hours

Monday-Friday 9am-5pm
Weekend by appointment

Limited Time

Free Retirement Analysis - Limited Time Offer

Schedule your free consultation this month and receive a comprehensive retirement analysis plus our exclusive Florida State Employee Benefits Guide.

Take the Next Step Toward Financial Security

Join thousands of Florida state employees who have maximized their benefits with our guidance. Choose your preferred way to get started - we make it easy to connect with our fiduciary advisors.

Call Now

Speak directly with an advisor

954-599-1950
Monday-Friday 9am-5pm

Schedule Online

Book your free consultation

Choose Your Time
Available 7 days a week

Send Message

Tell us about your goals

Response within 24 hours
Get Your Free Financial Analysis
100% Free
Complete this form to receive your personalized Florida state employee benefits analysis. Our fiduciary advisors will review your information and contact you within 24 hours.

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Prefer to Call?

954-599-1950
Mon-Fri: 9am-5pm
Why Choose The Simon Group?

Fiduciary Standard

Legally required to act in your best interest

State Employee Specialists

25+ years with Florida benefits

10,000+ Clients Served

Proven track record of success

Free Consultations

No cost, no obligation analysis

Contact Information

Call Us

954-599-1950

Office Hours

Monday-Friday 9am-5pm

Weekend by appointment

Specializing In

Florida state employees