National Life

Steve Simon is a Registered Representative and Investment  Adviser Representative of Equity Services, Inc.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, One National Life Dr, Montpelier, VT  05604, (800) 334-7437.  All entities and individuals referenced on this site are independent of Equity Services, Inc. unless otherwise noted.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Using Life Insurance to Retain MVPs

An executive bonus plan funded with cash-value life insurance could be used to attract, reward, and retain valuable employees.

Men, Women, and Investment Partnership

Many studies have shown that men and women tend to have different approaches to investing.

Predicting Economic Performance

The most commonly used leading, coincident, and lagging indicators that can reveal the condition of the economy.

Family Limited Partnerships for the Next Generation

A family limited partnership could help business owners and their heirs address business succession and other issues.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck