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We are ....

Invested in Your Success

Confident in our ability

Problem solvers

Up for the challenge

Excited to work with you

One Team

As the saying goes, "It takes a village to raise a child."  "I believe it takes many quality people in your life to have a successful story." Simone

My story begins in the early 1990s, I was employed in the private sector working in human resources benefits for several corporations. In 2010 I became Life, Accident and Health licensed.  The following year in 2011, I became securities licensed.  I carry the FINRA Series 6, 63, 65 and Securities Industry Essentials Exam.

Although most of us are saving for retirement, many of us have little knowledge about markets, stocks, bonds, mutual funds, contractions, expansions, 401(k)s, 403(b)s and IRAs.    Knowledge is power!  The more you know about the key components to a physically and financially healthy life, the more successful your life journey!   My goal as I guide you is to help you better understand. Together we will plan.  When your goals, family or life changes we will reevaluate and adjust your financial plan to benefit you.  

It is a life long commitment to plan for that Special Time -- Retirement. 

If you are not planning for your retirement, then who is?  Let's start together!

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Simone S. Bauer

Financial Advisor


My passion for retirement planning began as I assisted employees with their retirement plans in the private sector.  I quickly learned that many hard working individuals did not understand what they were investing in.  They did not understand markets, stocks, bonds, mutual funds. 

My goal as I work in local educational institutions in my area and my clients is to teach and guide through holistic planning.  Holistic planning puts the gray matter, all the moving parts of our financial world, into black and white data.  The numbers assist me with telling your story.  The sooner we begin to plan the sooner you will feel confident in your plans for retirement.

Every day, our team finds new ways to better serve our clients with shared values and vision.  I am confident SBauer Financials will continue to grow and make a real difference in our communities. 

Outside of work, I am married to Brian Bauer and we have four adult children.  Two are focused with careers in the medical field, one is in law enforcement canine training, and the youngest is in college seeking an early education degree.  Brian successfully owns and operates a tile installation business.  When we are not assisting our clients and customers, we enjoy family time.  While cooking together, boating, camping, gardening and reading we are able to love this beautiful scenery God has blessed us with.   .

Learn More About Me

If you had a million dollars to spend, what would be the first three things you would buy?
I would donate 10% to a charity or a family in need, save 50% and then take a fabulous worldly trip with my husband.

What’s the most likely place people could find you on a Saturday night?
On my back patio with my hubby enjoying the serenity of the bayou we live on.  Running around the yard with the dogs, tending my garden, listening to music and playing with the cat; or quite possibly riding the RZR out in the country.

Which would you pick: Living on the beach or living near the mountains?
I would live on the beach in the summer and near the mountains in the winter.

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
An additional 20 years with my hubby as we started late.    Great health for my family.

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Walk in peace.