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SERVICES

Juliet will work with you to build an individualized plan based on what is important to you. She works based on three basic principles - protect, save, and invest. Click below to learn more about the specific services Juliet can offer you.

PROTECT

PROTECT

what you EARN

what you OWE

what you OWN

who you LOVE

SAVE

SAVE

What are your dreams? Let's make a plan to save for them.

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INVEST

INVEST

Smart investments that leverage taxes while considering your risk tolerance and timeline.

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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