Charles "Chip" Simon (CFP®, MS)
Thank you for reviewing our qualifications. You are probably here because you face a transition (retirement, surviving spouse, divorce, inheritance, etc.) or just want to make better financial decisions. You also recognize the value of getting advice that looks at your total picture (comprehensive) and is also in your best interests. You will likely appreciate making your major financial decisions within a highly personal, confidential relationship and you certainly don't want to put up with product sales or brokers' commissions.
Although many of our clients have substantial assets, you don't need any minimum investment levels to work with us. Distance clients are welcome (teleconference and internet-based). Our clients live primarily in Dutchess, Ulster, Putnam, and Westchester Counties although some reside as far away as Syracuse (not to mention Florida, Virginia, and Iowa).
Our services include the "Taconic Financial Review," a single, very affordable one-time evaluation for people who want specific advice without committing to a long-term relationship. It's a good way to "get going" with your financial planning so that you can address your immediate concerns.
NAPFA Start Date
October 29, 2002