9375 East Shea Blvd, Suite 114
Scottsdale, Arizona 85260
(602) 549-1613

*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. (DBA name) is not affiliated with Simplicity Investments.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Liquidity Partners LLC. Liquidity Partners LLC is a separate and unaffiliated entity from Simplicity Wealth.

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