Let's start with the basics
Your first step
As part of our process, we want to know about you and what your concerns are. Click the button below to easily fill out some basic information. You will have the option to book an appointment or someone from our team will reach out to you after completing..
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.