Why ePERSONAL FINANCIAL Is Different
OUR UNIQUE VALUE
Intelligent, Disciplined Investing with AssetLock®
AssetLock® is Simplicity Wealth’s proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology keeps investors informed about the progression of their portfolio in accordance with their risk tolerance determined by the investor’s household portfolio VaR Score.
It’s Time To Get On Track
Our Path To Retirement
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
It’s Time To Get On Track
Our Path To Retirement
We follow a five-step process to create your personalized strategy. The wonderful benefit of our five step process is that it applies to any financial decision or concern you may have. It is designed to help you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored strategy that we continue to monitor and adjust as your circumstances evolve over time.
College Funding
Make the investment in your child or grandchild’s future with the gift of a college education through life insurance.
Retirement Income Planning
We’ll plan and help create strong and predictable income which is the foundation of a comfortable lifestyle.
Wealth Management
Our wealth management is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
Tax Planning Strategies
We’ll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
Retirement Resources
Download Our Complimentary Guide
Tax Planning Guide
Work to Reduce Your Taxes In This Year and The Future
Many retirees may not realize how much in unnecessary taxes they could be paying—before implementing their retirement income strategies. This guide reveals how smart tax strategies can help you keep more of your retirement income and design a strategy to mitigate the impact of taxes on your overall financial health.
