Let's have a quick call

As a first step

Our discovery calls usually last about 15-30 minutes. Click below to schedule!

  • We will want to know some basic information such as your age, when you plan to retire, what retirement accounts you already have, a general idea of your portfolio and lifestyle.

  • What are your main concerns about retiring?

  • What do you plan to do during retirement: travel, work, ??

  • Do you have a problem or specific question we can help you solve about income, tax mitigation, life insurance, Social Security, MediCare, or are you not sure?

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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 Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

800-988-7855 toll free

337-366-9892 call/text