Products & Services

The Simonson Group will work with you to deliver the financial services you need, from choosing a specific investment product to developing a comprehensive financial plan. Our clients include employees, business owners, executives, retirees, corporations and other organizations who value our depth and range of experience, as well as the freedom to choose from widely available, nonproprietary products. Our independent status allows us to offer you a wide range of competitive products for your particular needs.

INVESTMENTS* INSURANCE RETIREMENT PLANS PLANNING SERVICES

Mutual Funds

Certificates of Deposit

Stocks and Bonds

Variable and Fixed Annuities

Real Estate Investment Trusts (REITs)

Fixed, Variable, and Term Life Insurance

Long-Term Health Care Insurance

Buy-Sell Policies including Overhead Expense Protection

Employee Benefits

401(k), 403(b), 457, and Profit Sharing Plans

Individual Retirement Accounts (IRAs) and Roths

Simplified Employee Pension Plans (SEPs), and SIMPLE Retirement Plans

Non-Qualified Deferred Compensation Plans

Personal Financial Planning including Tax and Investment Management, Education and Estate Planning, and Asset Preservation

Employee Worksite Financial Education Seminars

INVESTMENT PRODUCTS: NOT FEDERALLY INSURED • NO FINANCIAL INSTITUTION GUARANTEE • MAY LOSE VALUE

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Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

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