• Can you retire?
    And stay retired?

    Explore your options. Find out if a free consultation is right for you.

    Let's talk

  • Guiding financial futures for 20 years.

    Simply Money and its team of professionals represent experience and longevity. Let us guide your next 20, 30, and 40+ year milestones.

    Who we are

  • Are you available for lunch?

    When you need a keynote speaker to discuss the impact of the economy and markets at your workplace, call us, your financial news source!

    Learn more now

  • We make money simple.™

    Simply Money makes sense of the financial world and its effects on you.

    Your Simply Money Point

You have the right to a secure financial future.
Find out how we can serve as your financial guide as we listen and then develop a financial plan to help you achieve your goals and live your dreams.


    Recent Blog Posts

  • November 26, 2015

    Three Things To Be Thankful For This Thanksgiving

    Some years the stock market feels like it can do no wrong, chugging along with a comfortable and predictable momentum. Some years the market is determined to get its pound of flesh from each and every investor.…

  • November 23, 2015

    Investors Keep Cool Despite Recent Events

    The major averages ended last week on a high note despite ongoing concerns about terrorism. Investors kept their cool and gave the S&P 500 its best week of the year.[1] So far, investors seem to be…

  • November 19, 2015

    How To Prioritize Your Retirement Saving

    When it comes to retirement planning, an under-discussed topic is taxation of income. While you’re working, taxation of income is simple, straight-forward, and consistent. Assuming you’re steadily employed with a relatively traditional job, there isn’t a whole…

    What's Next

  • December 4, 2015 7:50 AM

    FOX19 NOW Simply Money live Q&A

    Every week, Nathan stops by the FOX19 NOW studios to answer viewer questions.