Strategic Wealth Solutions
Joe Simon Solutions specializes in tax-beneficial retirement strategies that help you keep more of what you’ve earned. Whether it’s annuities for income protection, long-term care planning, life insurance solutions, or pre-1933 gold and silver for diversification, we design comprehensive plans tailored to your financial future.
"Joe was / is helpful in understanding my insurance and financial concerns. He not only uncovered what was provided by my employer making it simple for me, but he also asked relevant questions about my personally owned assets. Today, I feel there is a stronger understanding between what's provided through my employer, and why I rely on this, as well as the insurance or financial items I need to consider for myself and my planning. He is a consummate professional willing to look at all of the options, as well as a trusted friend."
Marifran Mattson, Ph. D., Director, Brian Lamb School of Communications and Purdue University
"When we have concerns with long term care insurance client needs and education, seeing the real numbers with and without the solutions available today we bring in Joe. He's been helpful adding light to client corporate planning as it applies to if and when life insurance or some form of income protection should be set-up for the key people in the corporation as well. Lastly, Joe's added his expertise to the analysis of the complex world of annuities. Which has been well received by our clients."
Kurt Heling, CPA, President - Heling & Associates
Partners
The quality of your plan is only as strong as the partners behind it. We work with highly rated insurance companies that have a proven reputation for performance, financial strength, and consistent claims support. These trusted partnerships empower us to deliver strategies that stand the test of time.
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