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Our High Net Worth Retirement Planning

Let Us Help You get Prepared

Why It's Important to Start Your Retirement Planning Journey Now

At Simon Quick, we understand the importance of early retirement planning and the impact it can have on your financial future. Embarking on your journey towards a secure and fulfilling retirement begins with a single impactful decision - starting today.

Our Advisors will conduct a thorough review of your tax situation and retirement plan including the following:

  • Retirement plan reviews including:
    • Traditional and ROTH IRAs
    • Defined Benefits i.e., cash balance plans
    • Defined Contributions i.e., 401(k), 403(b), 457 plans
    • Tax return review
    • Tax strategies to reduce your tax liability
    • Tax-efficient investing

What Simon Quick Can Do For You

  • Fiduciary management and no product-pushing.
  • Work with an experienced team that goes the extra mile.
  • Customized financial planning and investment solutions.
  • Centralize and organize your financial life.
  • The peace of mind that comes with knowing your advisory team is there to guide you through any financial decision. 

Excited to Get Started?

Simply fill out the form below to let us know a bit about yourself, or schedule a time to talk with one of our advisors.

By clicking submit, you agree to our privacy policy and disclaimer.

Learn How to Get Started

With Simon Quick Advisors

Man sitting in a chair while looking at a document

Step 1:

Give Us a Call

We’ll start things off by scheduling some time to talk over the phone with an advisor. This will give us a chance to learn more about your concerns, and you’ll have the opportunity to get your questions about our firm answered.


Step 2:

Data Gathering

If we believe we may be right for you, we’ll ask you to gather any relevant financial documents that could help us paint a picture of your current financial standings.

Step 3:

Establish & Define Our Relationship

At this time, we’ll go over the in’s and out’s of what you can expect in an ongoing relationship with our firm, including our services, fee structure and more.

Step 4:

Analyze Your Current Situation

Once we have all relevant information about your current standings, we’ll conduct an in-depth analysis of your wealth before determining a course of action in moving forward.

Step 5:

Develop & Present Your Plan

Based on your current standings, tolerance for risk and long-term goals, we’ll develop your personal financial planning checklist and Investment Policy Statement (IPS).

Step 6:

Implement Plan

When you’re comfortable with our solutions and ready to move forward, we’ll begin working on the next actionable steps together.

Step 7:


Moving forward, we’ll continuously monitor your investment performance and reevaluate and readjust your financial plan as needed to stay on track with your evolving needs and goals.

“When I started looking for a financial advisor I was already working with an investment broker, an accountant, and a trust and estates attorney, but no one was looking at my entire financial picture holistically. The Simon Quick team had the knowledge, experience, and the technology to help me view everything in one place. Today I can focus my energy on growing my business, knowing that the team at Simon Quick is monitoring my personal assets.”

Joe S. CEO of a private company

“When you are part of a dual-working couple, have kids, and stimulating careers, the thing that falls apart is the organization of it all. Working with the Simon Quick team has made us so much more proactive because we don’t have to find the time to research mortgage rates or find an attorney – the team takes care of it. They’ve created cost saving advantages and efficiency for two busy people who don’t have time to navigate the details.”

Katie P. CIO of a Family Office

“When I sold my company I recognized that I needed more expert advice than my current advisor could provide. Since I began working with Simon Quick I’ve felt more secure, and have had fewer worries. I like the team approach, if my advisor isn’t available someone else on the team gets back to me very quickly.”

Jim T. President of a Private Company

Testimonials appearing on this website have been received by actual current clients of Simon Quick Advisors, LLC. All reflect the experiences of those that have used our services in some way or another. However, they are individual results and results may vary. We do not claim that they are typical results that our clients will or should expect to achieve. The testimonials are not necessarily representative of all of those who will use our services. No compensation has been paid to any client in exchange for the testimonials appearing on this website.

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