The Simon Group

the simon group

Wealth Management, Investments and Insurance

Louis Mamo & Company would like to thank Daniel Simon and Phyllis Simon of the Fort Lauderdale based company The Simon Group for introducing us to several of their clients and bringing us new business in 2019.

With that said we are pleased to announce a strategic relationship with The Simon Group Wealth Management Reserve.

The Simon Group not only has been a top performing investment fund for 10 years in a row, but they have a proven track record in raising capital by assisting small businesses in both growing their business through securing private funds, and in assisting small businesses with exit strategies.

The Simon Group has Premier Private Clientele, is a member of the Master’s Council for Annuities, the Million Dollar Roundtable for Insurance and the Elite Circle of Champions at Health.Gov.

The goal at The Simon Group is to actively help families, individuals and business owners build their financial freedom. They have the skills, knowledge and experience required to help meet their clients’ established goals.

They work with high net worth individuals and institutional clients. They apply their experience in working with clients, money managers and trust companies to help clients clearly calculate their financial goals, assess their tolerance and time horizon, allocate their capital among various assets and selected investment managers. Their involvement with clients does not stop there. They continue to work with their clients on an ongoing basis, constantly monitoring and managing performance, reporting on performance and recommending change to clients’ portfolios as needed.

Some of the services offered by The Simon Group include:

Investment Solutions
They offer a range of financial strategies and solutions to help you every step of the way.

Income / Stocks / Bonds
• Stocks
• Bonds
• Mutual Funds
• Annuities
• 401k Rollovers
• Real Estate Invest Trust (REITs)
• Unit Investment Trust (UITs)
• Fixed Income Bond Funds
• Tax Free Investments
• Exchange Traded Fund (ETF)
• Roth IRA Traditional IRA Options
• TSA (Drop Programs)
• Pension Rollovers
• Convertible Securities
• Fixed Income Overview
• Fixed Income Strategies
• Concentrated Equity Positions

Retirement Investments
• 401K
• 403B
• Simple IRA
• Executive Bonus
• Deferred Compensation
• Qualified Plans
• Buy-Out Funding
• Qualified Retirement Plans
• Simplified Employee Pension (SEP) Plan
• Deferred Retirement Option Program (DROP)
• The Owners-only 401(k)
• Business Succession
• Exercising Stock Options

Bonds & CDs
• Municipal Bonds
• Taxable Bonds
• Brokered CDs
• Fixed Income Offering Disclosure
• Documentation Information
• Municipal Bonds
• Closed-End Funds
• Money Market Funds
• Unit Investment Trust
• Assets Management Service

Insurance Protection
It's imperative to protect everything you've created by preparing for unexpected.

Individual & Group
• Term Life Insurance
• Whole Life Insurance
• Guaranteed Adv. Universal Life
• Variable Universal Life
• Estate Planning
• Group Life Insurance
• Disability Insurance
• Income Protection
• Health Insurance
• Flexible Spending Accounts
• Business Succession
• Health Insurance
• Group Disability Insurance
• Group Long Term Care
• Long Term Care
• Key Person Insurance
• Estate Planning Trust Services
• Transfers to Beneficiaries
• Charitable Endowment Fund
• Business Overhead Expense
• Protection Buy / Sell Protection

Health Insurance
• Group and Individual
• Health Savings Account
• Dental Insurance
• Vision Insurance
• Group Health Insurance
• Group Dental & Vision Insurance

Private Clientele
Dedicated to helping clients grow, protect and distribute their assets to uphold their legacy.

Reserve
• Financial Strategies
• Wealth Management
• Kidnap and Ransom Insurance
• Asset Protection
• Charitable Giving
• Estate Conservation
• Estate Planning
• Wealth Distribution
• Executive Bonus
• Tax Advantaged
• Tax Strategies
• Legacy Planning Strategies

Legacy & Estate Solution
• Estate Planning
• Legacy Planning
• Key Person Coverage

Legends Sports & Entertainment
• Accumulation Planning
• Distribution Planning
• Strategies
• Disfigurement Rider
• Cost of Living Adjustments

To learn more about The Simon Group, you may contact them directly at:

The Simon Group
2400 E Commercial Blvd
11th Floor
Ft. Lauderdale, FL 33308
Phone: 954.599.1950
Website: www.thesimongroupusa.com

Be sure to mention Louis Mamo & Company when contacting The Simon Group.