Our Services
Simplicity Financial is a fee only financial planning firm that works with young professionals and small business owners to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, establishing a retirement plan, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values.
Comprehensive Financial Planning
This service is designed to build long term relationships with our clients. We work to set a solid financial foundation, addressing different areas of our client’s financial life, including future goals and long term financial plans.
Investment Management Services
This service incorporates Simplicity Financial advisors in the management of our client’s assets and investments as part of our client’s broad financial picture. We have partnered with Betterment for Advisors, a technology company that helps facilitate this service.
Student Loan Services
This service is designed for one-time student loan projects. We work with you to design a strategy for student loan management. Let us do the work so you can rest easy knowing we have developed a plan for your student loan debt.