Saul M. Simon

As a company, we believe in providing our clients with clear solutions in a complex world. We believe in service - first, last and always.
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6/13/2007
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CFP,CFS,RFC

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Family, Theater, softball, & making a difference in people's life

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Displaying Results 1 - 2 (of 2) for All Content
  • The Perfect Storm to Transfer Wealth
    8/7/2009
    The current economic chaos offers affluent families an opportunity to transfer assets with potential growth at minimal tax consequences.
  • Simon Says Keep Your Estate Plan on Track
    8/28/2007
    Simon says "Estate planning is an area where the solo approach could be risky. There are many ways to run afoul of the rules. In planning your estate, seek the advice of an experienced financial planner who is knowledgeable about closely held businesses."

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