Robert G Simons CLU ChFC
Robert Simons
23 WAUREGAN ROAD
PO BOX 195
BROOKLYN, CT 06234-0195
Phone: (860) 774-8644
Fax: (860) 774-9109
Email: rsimons@ft.newyorklife.com
My Role I work with businesses and individuals who want help creating non-working income for themselves and those that depend upon them. Non-working income includes dividends, interest, pension income, insurance income, annuity income, and trust income.
Many prospective clients are frustrated with their lack of accumulated wealth. They feel under pressure because they are getting older with less time to plan.
Some also are angry about the insurance and planning services they have received to date and are seeking the advice of another professional.
Several individuals who have done a fine job of creating non-working income from their accumulated assets and accrued company benefits are dissatisfied with the amount of taxes they must pay and are looking for tax-saving solutions. I can work with you and your tax adviser to develop tax reduction strategies.
What all these people I work with have in common is their desire to access cutting edge financial strategies for achieving their goals.
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