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INVEST

Once we’ve prioritized your goals, we can position each “bucket” of funds in a way that leverages taxes, your risk tolerance, and the amount of time we have until you’ll want to access that money again.  The key is to start early, monitor performance, goals and incorporate our ever-changing market into each investor's plan.

Working from Home

Time Based Investing Strategies Utilizing:

• Stocks • Bonds • Annuities

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 ​J​uliet Cardona Financial. ​J​uliet Cardona Financial is a separate and unaffiliated entity from Simplicity Wealth.

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