8423 Sacred Lotus Ln,
Arcola, TX 77583
(832) 532-0596
*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Registered Representative of and Securities offered through Simplicity Investing, member FINRA/SIPC. 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 Martin Financial Services, LLC. J Martin Financial Services, LLC is a separate and unaffiliated entity from Simplicity Wealth.
© Simplicity Group. All Rights Reserved. SWG 3761084-0724
Privacy Policy | Terms of Use | Disclosure | ADV 2A and Form CRS
