Having first served with prominent Fortune 500 companies, Norman Simon founded Essential Strategies LLC—a long-established well-respected financial services advisory firm, based in the greater Philadelphia, PA area, catering to business, industry, nonprofits, the professions and individuals.
Norman brings some 40 years of expertise providing unbiased guidance to help fortify your financial house by minimizing/eliminating the confiscatory effects of anticipated and unforeseen events. To further enhance Essential Strategies’ capabilities, Norman formed the Alliance of Trusted Advisors—a blend of highly regarded experts committed to supporting clients in their quest to fulfill their most ambitious goals.
To further serve the needs of for-profit business owners and nonprofit/not-for-profit leadership, Norman incorporated Cost Remediation Services into his practice. Cost Remediation seeks to reduce, refine and recapture operational costs and pinpoint applicable, yet unused, tax credits to help improve bottom line growth. Based on growing interest to partake in such potential expense savings, Norman founded Essential Partners LLC which is dedicated to give the for-profit and nonprofit/not-for-profit communities guaranteed reasons to smile.
Long-trusted by client advisors of regional and national accounting and law firms and trust companies, Essential Strategies focuses on an “in-depth discovery process” to reveal unrealized tax issues/hidden costs.
In response to the call from the boomer generation, Essential Strategies established a Senior Healthcare Services Dept. Headed by Billie Simon, a seasoned retired Geriatric-Care RN, these services are dedicated to educate and guide individuals about the intricacies of Medicare, Medigap and Long-Term Care.
Educating others has long been a major part of Norman’s career. He has taught Social Security Maximization public workshops; continuing education to the accounting profession including the Big 4; past presenter to the Phila Chapter of PICPA; a feature article co-author for the Legal Intelligencer on professional liability exposure; and, a presenter at financial services industry society meetings.
Norman holds the professional certifications of Chartered Life Underwriter, Chartered Financial Consultant and Accredited Estate Planner.
He has served as Membership Vice President for the Entrepreneurs’ Forum of Greater Phila. and Chairman of Special Events Fund-Raising for the Phila. Branch of the American Heart Association.