UNIQUELY EXCELLENT
Simonet Financial Group brings forward a unique culture and business model to allow clients greater opportunity for success.
Everyone is entitled to enjoy the quality of life they have worked hard for.
Simonet Financial Group was founded by Bill Simonet, CFP® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor, and are committed to helping you achieve your goals.
As a Financial Management Firm, Simonet Financial Group incorporates a continual process of financial planning, cash flow management, investment portfolio monitoring, and strategic collaborations with attorneys, CPAs, Insurance Agents, private bankers, TPAs, and Trust service providers to provide an integrated financial solution for our clients.
Watch the video above for more insight on our company and what we stand for.
The Simonet Advantage
We recognize that you have many options when selecting a financial professional to work with. It is a decision that can impact you & your family for generations and should not be taken lightly. At Simonet Financial Group, we believe that our unique culture and business model gives our clients a greater opportunity for success.
CFP Certified Advisors
CERTIFIED FINANCIAL PLANNER™ Professionals are competent, well-educated, and held to the highest ethical standards by the CFP Board. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.
Collaborative-Approach
Often times, a complete financial plan requires the skills and expertise of professionals outside of the scope of portfolio management or insurance. That is why we proactively integrate CPAs, Attorneys, Bankers, and other relevant professionals to ensure that your plan is focused on solutions—not theories.
World Class Resources
Through our partnership with Cetera Financial Specialists, we are able to provide access to leading Managers, research, thought leadership & best practices so that you can rest assured knowing we have the tools to address your needs.
Cutting Edge Technology
Our industry-leading Wealth Management Portal and investment management tools are second to none! With Simonet Wealth Management, see your account values and adjust your plan in real time!
Holistic Planning
Whether you’re preparing for retirement or sending your kids to college- we look at your entire financial picture to build a strategy that’s right for you.
Fiduciary Responsibility
It can be difficult to know who to trust when it comes to helping manage your finances. That is why Simonet Wealth Management is committed to the Fiduciary Standard of putting our clients’ interest first. We provide full disclosure and clear pricing so that our clients are never left in the dark.
Our Technology
At Simonet Financial Group, we use the latest in finance management software to give our clients comprehensive, secure, and intuitive control over their entire financial picture. Click the link below to take a quick tour of the software we use.