Discovery

At Simard & Associates we strive to find out what’s most important to you, not just the hard facts. It’s with this deep level of understanding that we can develop the right plan for you.

Analysis

Together with our team of experts, we draw on our years of experience, knowledge and education to create your strategy

Strategy

Working alongside your existing team of professionals including your accountant and lawyer, we will present our ideas along with well thought out alternatives. It is our goal to always provide the best strategy for your individual needs.

Implementation

At this point we’ve reviewed many alternatives and can help you solidify and implement the RIGHT strategy.

Regular Reviews

Through ongoing regular reviews, we will revisit your goals and update your strategy to ensure you are on track