Joe Simon

My Story

As Principal of Joe Simon Solutions, LLC—and with more than 30 years of guiding clients from every walk of life—I believe the best advice begins with a meaningful conversation, not a checklist. My firm is an independent boutique specializing in a detail-driven, concierge approach to insurance and risk management.

We design customized, insurance-based solutions for corporations, associations, families, and high-net-worth individuals. Our commitment is simple: eliminate the overlooked details, bring clarity to complex decisions, and apply timely, advanced planning strategies to every client’s unique financial story. This work is strengthened through a trusted network of subject-matter experts and top-tier carrier partnerships.

Holding the LUTCF and CLU designations from The American College of Financial Services, I specialize in:

• Non-qualified executive benefit plans

• Life insurance, long-term disability, and long-care solutions

• Tax-advantaged and never-again-taxed savings strategies

Whether you are protecting a business, planning your legacy, or navigating sophisticated personal needs, you’ll receive strategies crafted as uniquely as your story.

Let’s start the conversation.

​

​

​

​

Professional Memberships:

National Association of Insurance and Financial Advisors (NAIFA)

Million Dollar Round Table (MDRT)