Dedicated to your success.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.


By putting a strategic insurance plan into place, the nancial security of the people most important to you are now protected.

Latest News

Client Appreciation

We have known Luis Simon for approximately 30 years and have followed his career through the banking industry. Ten years ago we opened investment accounts with Luis. We also sought advise on our farm succession plan and Luis helped us find a Life Insurance answer.

Three things that stand out in our relationship is the knowledge Luis has of products and strategies. The professional way that he conducts his business and his high level of personal integrity.

Barry W. Client
We have had the pleasure of knowing Luis for over 14 years and are very pleased with the services he has provided us. More importantly, Luis has become a friend of our family and is someone we can always count on. We thank Luis for his continued service and ongoing friendship.
Sandra D.Client

For the past 20 years, Luis Simon has been not only my financial advisor but also my good friend. The work he has provided me has been nothing short of superb in every way. He goes above and beyond to ensure each and every one of my financial requirements is satisfied. In my experience, Luis has always been very prompt and transparent with his work and I would give him the highest recommendation for anyone looking for his service.

Desmond H.Client