Simon Cote is a Registered Professional at TSWM Advisory Group, where he specializes in the implementation and service of employer-sponsored retirement plans, particularly 401(k) plans for small to mid-sized businesses. Simon plays a critical role in helping business owners and their employees maximize retirement readiness through smart, customized planning strategies.
Simon focuses on helping business owners limit their personal and corporate tax liabilities, increase their individual net worth, and provide meaningful retirement benefits for employees. His work includes everything from plan onboarding and compliance support to participant education and ongoing service. He believes strongly in delivering personal attention to both plan sponsors and participants, making sure every individual has the tools and guidance they need to plan confidently for retirement.
Prior to his transition into financial services, Simon spent 25 years in the professional basketball coaching and scouting world. His career included coaching and talent evaluation roles in China, Europe and the United States, including experience at the collegiate level. His international and athletic background has instilled in him a strong work ethic, team-first mindset, and the ability to build trust quickly—skills he now brings to his work with clients across New Hampshire, Vermont, Massachusetts, Maine, and New York.
Simon is passionate about retirement education and focuses on making tax-efficient retirement planning strategies practical and accessible, helping business owners and employees grow wealth and reach their financial goals.