Holistic Planning
Connects financial strategies with personal goals and values.
Simplicity Financial Planning
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About Simplicity Financial Planning
Holistic financial planning is the core service, connecting financial strategies with clients' personal goals, values, and broader well-being. The firm also provides investment management tailored to risk tolerance, time horizon, and individual objectives. Tax planning is integrated with financial planning to address tax liabilities within a broader financial strategy. One-on-one financial guidance includes personalized budgeting and ongoing support for goals such as saving for a major life event, pursuing financial independence, or paying down debt. For businesses, corporate retirement plan services include plan design, cost efficiency, vendor selection, and employee engagement. The firm also collaborates with specialists in estate planning, tax, and insurance. Simplicity Financial Planning serves clients in Mesa.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Plans account for risk tolerance, time horizon, and objectives.
Corporate Retirement
Support includes plan design, vendor selection, and engagement.
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