Simplicity Financial, LLC
While Simplicity Financial is based out of Milwaukee, Wisconsin, we utilize technologies to accommodate clients from all over the country. Client meetings are held in person, via telephone calls, or video conferences. Our clients have busy lives and hectic schedules, so we have developed a flexible schedule and various forms of communications to meet their needs without being limited by location or time constraints.
Simplicity Financial has chosen to align itself with and become members of two organizations, XY Planning Network and National Association of Personal Financial Advisors (NAPFA). Each organization is exclusive to fee-only advisors and has a rigorous screening process. Being part of these organizations allow Simplicity Financial to be on the cutting edge of the financial planning industry.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.