Bill Simonet, CFP^®

AIF^®

Managing Principal

Simonet Financial Group, LLC

1300 Dacy lane, Suite 230
Kyle, TX 78640

FINANCIAL ADVISOR'S WEBSITE

www.financialplanningworks.com www.simonetfinancial.com

(512) 296-8962 CONNECT WITH Bill

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

SFG offers financial planning and consulting services for a flat fee so you can focus on achieving your goals. Our fee for investment management services are asset based. Review our fees at www.simonetwealth.com.

Minimums

HOUSEHOLD INCOME MINIMUM

$75,000

Investable Asset Minimum

No Minimum

My Links

Firm Website

General

Bill Simonet is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Simonet Financial Group, LLC in Kyle, TX and the surrounding communities.

Financial Advisor Overview

Simonet Financial Group, LLC was founded by Bill Simonet, CFP®, AIF® with the clear purpose of bringing clarity and confidence in our clients’ lives by bringing their financial goals into focus. We serve as an advocate, advisor, and coach to help motivate our clients to take the financial steps necessary to live life freely. You have worked hard to create a lifestyle for you and your family. We believe you should have every opportunity to enjoy the fruits of your labor, and are committed to helping you achieve your goals. Simonet Financial incorporates a continual process of financial planning, cash flow management, investment portfolio monitoring, and strategic collaborations with attorneys, CPAs, Insurance Agents, private bankers, TPAs, and Trust service providers to provide an integrated financial solution for our clients.

Financial Advisor Experience

Bill Simonet, CFP®, AIF® is a CERTIFIED FINANCIAL PLANNER™ Professional and Principal Advisor of Simonet Financial Group, LLC He has nearly 10 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams. Mr. Simonet is a graduate of Everglades University, where he earned a Bachelor of Science Degree in Management. He has met the extensive experience, education, ethics, & training requirements of the CFP Board of Standards and holds the prestigious CFP® certification. Bill is committed to the fiduciary duty by putting the interests of his clients first. Bill’s leadership and motivational talents developed while serving as a U.S. Marine. He is a decorated Operation Iraqi Freedom veteran and continues to serve needs of the community by serving as Bugler for Military ceremonies, volunteering in local events, and mentoring young students. Bill has earned a strong reputation for honesty and integrity. He develops highly personalized financial plans for his clients and works diligently to help implement planning recommendations. As a result, most new client relationships are created through personal introductions from existing clients & partners.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Minority Financing, Real Estate, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances