Building Beneficial Wealth, Together
Tailored Strategies to Preserve, Grow, and Simplify Your Wealth
Clarity. Confidence. Control.
You don’t just want wealth, you want control. Control over how your money is built, used, and preserved to support your life and protect your family. We help you create a plan that replaces uncertainty with clarity, so you can move forward with confidence.
Too often, financial advice is fragmented, professionals working in silos, focused more on products than people. We take a different approach, offering coordinated, comprehensive guidance that brings every part of your financial life into one clear, strategic plan.
A coordinated, holistic wealth plan to help grow and protect your wealth.
Protect and Preserve Investable Assets
Build a holistic financial plan that addresses six fundamental financial planning considerations.
Look to Optimize Total Return Potential
Deploy customized investment and tax strategies for growing and shielding your assets.
Remain Committed to the Strategy
Be confident in and committed to your plan with strategies that are in your best interest.
A dedicated approach that puts you first.
Step 1
Start
Smart
First, we gain a thorough understanding of your current financial situation, goals, and objectives, incorporating six universal considerations of holistic financial planning.
Step 2
Apply
Discipline
Next, we design a customized plan with strategies that work to grow and protect your wealth, and to help keep your goals and objectives at the forefront of our planning process.
Step 3
Communicate
Progress
Lastly and continually, we work to ensure transparency of your investment plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
What’s a Risk Score?
Risk tolerance is an investor’s ability to remain invested during downward market cycles in exchange for a potential return.
It’s important that investors understand their risk tolerance so that they can help guide the design of their investment strategy. This approach looks to balance the investor’s desire for returns goals with their ability to stay confident and invested throughout market cycles.
To help investors understand their risk threshold we deploy a proprietary algorithm rooted in the well-known Value at Risk (VaR) measurement that helps us quantify their sentiment toward financial uncertainty, specifically their emotional tolerance with respect to the magnitude and speed of potential investment loss. This Analysis provides them with a VaR Score that can help determine if their existing portfolio aligns with their risk tolerance.
Intelligent, Disciplined Investing
with AssetLock
AssetLock is a proprietary, investment portfolio monitoring service that delivers personalized communications to advisors and investors in a secure environment.
This technology informs investors about their portfolio’s progression according to their risk tolerance
AssetLock® is tracking software used to monitor the performance of a client’s household portfolio and predetermine the amount of downside the client is willing to tolerate. The AssetLock Threshold is the maximum percentage of the downside the investor is willing to accept inside the portfolio as determined by Simplicity’s proprietary risk scoring algorithm, which is based on a Risk Tolerance Questionnaire and Value at Risk (VaR) Analysis of the household and model portfolio(s). It is NOT an actual stop order and will NOT automatically sell the individual securities in the household portfolio. The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
Retirement Resources
Important Birthdays Over 50
Retirement comes with a timeline, and missing key milestones could mean missed benefits or surprise penalties. This guide walks you through important birthdays after 50, from catch-up contributions to Medicare and RMDs, so you can do more to stay ahead and make the most of opportunities. Retirement should be celebrating these birthdays, not regretting them.
