Simeon Esprit

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Financial Strategy and Small Business

Helping you Grow and Protect what's important to you through a proven process tailored to meet your needs.

About Simeon

Nothing compares to the feeling of helping a family or individual plan for their financial future.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

The Prudential Difference

    • Variable Annuities: DC, MD, MI, VA
    • Securities License: DC, MD, MI, NY, PA, VA
    • Variable Life Insurance: DC, MD, MI, VA
    • Fixed Annuities: DC, MD, MI, VA
    • Life Insurance: DC, MD, MI, VA