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I do my best to stay in touch but change happens very quickly. With change comes opportunity – I am always here to help!

Here are a few action items that may necessitate the need for a new financial plan or an update of your current plan.


Update beneficiary designations
Review life insurance needs
Create/update your will and other legal documents

Buying a House

Life & disability insurance to protect
the mortgage for loved ones

Discuss mortgage options and how they
fit into your financial plan


Make sure your money will last
Reassess your investment risk

Having a Baby

Review life insurance needs

College savings funding options for children and
grandchildren – give the gift of an education!

New Job

Consolidate old retirement accounts
Review your new benefits

Cash Windfall

Update your financial plan
Evaluate investment choices

Loss of a Loved One

Advise on estate settlement

Have you gone through any of these life changes recently? Or perhaps you will soon? Call me and we’ll discuss appropriate ways to prepare for these events.


Brought to you by:


Saul M. Simon, CFP®, CFS, RFC

Simon Financial Group
333 Thornall Street, Suite 9B
Edison, NJ 08837
Phone: 732-623-2070
Toll free: 888SIMONSAYS
Fax: 732-623-2088



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This material is for use with the general public and is designed for informational or educational purposes only. It is not intended as investment advice and is not a recommendation for your retirement savings.

Saul M. Simon is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies.

Simon Financial Group is not an affiliate of Lincoln Financial Advisors Corp.

If you do not want to receive future emails from me, please contact me at (732) 623-2070 or e-mail me at simonsays@LFG.com or write me at 333 Thornall Street, Suite 9B, Edison, NJ 08837.

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