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*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Adviser. Sub-advisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Adviser. Insurance, consulting, and education services are offered through Serenity Wealth Management. Serenity Wealth Management is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.
The sources used to prepare this material are believed to be true, accurate and reliable, but are not guaranteed.
This material is intended for educational purposes only and is not intended to serve as the basis for any purchasing decision. Please speak with your financial advisor before making any investment decisions.
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