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HomeSimplicity Digital Advisor2023-06-15T17:00:37-05:00


HELPING INVESTORS GAIN CONFIDENCE WITH A PERSONALIZED AND HOLISTIC APPROACH TO
THEIR FINANCES.


WORK WITH A PARTNER WHO WILL PROVIDE AN INVESTMENT EXPERIENCE TAILORED TO YOU.

Money is personal, and we believe investors deserve a partner that will provide
them with a bespoke investment experience tailored to their needs and
objectives.

Our discipline is built on the foundation of holistic planning and how
investment and insurance solutions can work in concert to help mitigate six
fundamental financial planning considerations* with the purpose of helping our
clients work to achieve their financial goals.

READ MORE

Once the agreed plan is in place, we proactively manage it, evaluate its
progress, and adjust it to meet shifting objectives and changing market
dynamics. We want to exceed expectations and provide transparency into our
process so that our clients can remain confident throughout our partnership.

To assist with the execution and proactive management of our clients’ investment
plans, we’ve partnered with Simplicity Wealth, a comprehensive wealth management
platform that specializes in providing financial advisors, and by extension
their clients, with holistic financial planning solutions. Simplicity Wealth
helps us deliver institutional-level investing and sophisticated technologies to
help our clients minimize risk and maximize potential return of their
portfolios.


EMOTIONALLY DRIVEN INVESTMENT DECISIONS CAN OFTEN RESULT IN MISSING OUT ON
GREATER RETURN OPPORTUNITIES. YOU DESERVE A PLAN THAT WORKS TO UTILIZE YOUR
WEALTH TO MEET YOUR GOALS AND OBJECTIVES AND ALLOWS YOU TO WITHSTAND MARKET
FLUCTUATIONS WITH CONFIDENCE.

Contact Us Today


A HOLISTIC INVESTMENT PLAN FOR GROWING AND PROTECTING YOUR WEALTH.


REMAIN COMMITTED TO THE STRATEGY

Be confident in and committed to your investment plan with risk-tolerance based
investment strategies.


LOOK TO OPTIMIZE TOTAL RETURN POTENTIAL

Deploy customized investment and tax strategies for growing and shielding your
assets.


PROTECT AND PRESERVE INVESTABLE ASSETS

Build a holistic financial plan that addresses six fundamental financial
planning considerations.



FINANCIAL CONFIDENCE QUIZ


WHICH OF THE 6 FINANCIAL RISKS POSE THE GREATEST THREAT TO YOUR MONEY?

Take the quiz now


A DEDICATED APPROACH THAT PUTS YOU FIRST.



STEP 1

START
SMART

First, we gain a thorough understanding of your current financial situation,
goals, and objectives, incorporating six universal considerations of holistic
financial planning.


STEP 2

APPLY
DISCIPLINE

Next, we design an investment strategy that works to grow and protect your
wealth, keeping your goals and objectives at the forefront of our planning
process.


STEP 3

COMMUNICATE
PROGRESS

Lastly and continually, we work to ensure transparency of your investment plan
by providing visibility, proactive outreach, and accessibility to our team
throughout our working relationship.

Contact Us Today


WHAT’S A RISK SCORE?

Risk tolerance is an investor’s ability to remain invested during downward
market cycles in exchange for a potential return.  

It’s important that investors understand their risk tolerance so that they can
help guide the design of their investment strategy. This approach looks to
balance the investor’s desire for returns goals with their ability to stay
confident and invested throughout market cycles. 

To help investors understand their risk threshold we deploy a proprietary
algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us
quantify their sentiment toward financial uncertainty, specifically their
emotional tolerance with respect to the magnitude and speed of potential
investment loss. This Analysis provides them with a VaR Score that can help
determine if their existing portfolio aligns with their risk tolerance.



FREE GUIDE


WHY UNDERSTANDING RISK TOLERANCE IS CRITICAL TO INVESTMENT SUCCESS

Request your free copy

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 * Our Approach
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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, a Registered Investment Advisor. Sub-advisory services are provided
by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance,
Consulting and Education services offered through Retirement Strategies Group.
Retirement Strategies Group is a separate and unaffiliated entity from
Simplicity Wealth and Simplicity Solutions.



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