Donald Simon of Simon Financial Company is a member of XPX Atlanta

Donald J Simon

owner CFP ChFC CLU

MARIETTA, Georgia

Professional Profile

Call Me When

Call Me When... Business owner wants a talent retention plan or buy/sell funding

Contact Method

770-863-0890 DSimon@SimonFinancialCompany.com

Profession

  • Insurance
  • Professional Certifications

    CFP ChFC CLU

    Functional Expertise

  • Compensation
  • Corporate finance
  • Employee engagement/ retention
  • Estate planning
  • Family business
  • Fiduciary
  • Strategic planning
  • Exit/Transition Planning
  • Business Focus

    Talent retention plans and buy/sell funding

    Transition Planning Certification

    Start exit planning now I know from experience sometimes owner becomes disabled or dies suddenly

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
  • Client Results

    97% annual client retention ratio

    Membership

    Atlanta Individual

    Member Since

    1 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    to work as a team with other professionals to help business owners

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