Simonet Financial Group

Simonet Financial Group is a financial management firm offering personal financial planning, money management and corporate planning for business owners. Bill Simonet, a CERTIFIED FINANCIAL PLANNER professional, founded the firm and leads its team of advisors, which includes a CFP-certified staff. The firm coordinates with attorneys, CPAs, insurance agents, private bankers and trust providers to build an integrated plan for each client.

Personal planning packages are offered for clients at every stage, from those just starting out to those with substantial assets. The corporate program helps business owners with cash flow, retirement planning and exit or succession strategy. New clients can schedule a free consultation through the website, and the firm offers a client portal to view account values and plans.