Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Lakeview Financial Solutions. Lakeview Financial Solutions is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
Tax planning services provided by Jarrell Tax Planning. Simplicity Wealth, LLC and Jarrell Tax planning are separate and unaffiliated entities.