Simon & Simon Financial is a financial advisory firm based in Covington, Louisiana, serving clients with personalized guidance for managing, protecting, and transferring their wealth. The firm describes its advice as fiduciary and focuses on helping people pursue their financial goals through strategies that are understandable and practical to implement. Its team works with clients to create financial plans tailored to individual circumstances and retirement priorities.

Services include financial planning, investment management, and retirement planning, alongside asset protection, retirement income strategies, tax planning, and tax-efficient approaches. The firm also assists with 401(k) and IRA rollovers, Social Security benefits, estate planning, long-term care considerations, Medicare, and wealth transfer. Simon & Simon emphasizes planning for both the financial and lifestyle aspects of retirement, helping clients define their goals and prepare for the future. Prospective clients can request a free, no-obligation personal consultation. Advisory services are offered through Simon & Simon Wealth Management, a member of Advisory Services Network, LLC, while insurance services are offered through Simon & Simon Financial, LLC.