Personal Solutions

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‍Build and maintain wealth.

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Managed Accounts
Access to Leading
Money Managers
Performance Monitoring
and Reporting

Let us help with the following financial needs...

Solutions for Individuals

Retirement Income
I need a reliable stream of income in retirement, how can I set that up and minimize risk?
Retirement Longevity
I want my money to last through retirement.
Capital Gains
I need to shelter my capital gains from real estate.
Tax Reduction
I need investments that also reduce my taxes.
Investment Safety
I want investments that are not affected by the stock market.
Foreign National Investing
I’m not a US citizen, but still want to invest.
Money for Healthcare
I want to make sure I can pay for health care costs for myself or a loved one.
Family Education
I want to pay for my children or grand children’s education.
Financial Planning
I need guidance to manage my finances today and plan for tomorrow and make sure I’m on track.
Social Issue Investments
I want my investments to align with social issues and causes that are important to me.
Life Insurance
I want life insurance to protect what’s important to me.
Legacy Family Care
I want to protect my assets to provide for loved ones after I’m gone.
FDIC Protection
I need cash account FDIC protection beyond $250,000.
Investment Solutions

Individuals & Families

  • IRAs / SEPs
  • 403b
  • 401k Solo and Corporate
  • REITs
  • BDCs
  • Oil & Gas Tax Shelters
  • 1031 Exchange
  • Non-Traded Bonds
  • Non-Traded Preferred Stocks
Investment Solutions

Individuals & Families

  • Stocks:
    Publicly Traded, Foreign  and IPOs
  • Bonds:
    Municipal, Corporate, US, Mortgage Backed
  • Fixed Income Portfolios
  • Tax-Free Income Portfolios
  • Mutual Funds and ETFs
  • 529 College Savings
Insurance Solutions

Individuals & Families

  • Foreign Nationals - VL
  • No Physical to $3M - VL
  • Estate Planning (ILITs)
  • Long Term Care Insurance
  • Life Insurance:
    Death Benefit or Retirement Income
  • Annuities – VA
It's Your Future, Let's Get Started Today
It's Your Future. We help families manage their wealth with simplicity, freedom and custom solutions.
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Integrity, Family, Sustainability.
Securities are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. Investment Advisory services offered through IP Financial Advisory Services LLC, an SEC-registered Investment Advisory Firm. Simple Wealth is not affiliated with Innovation Partners LLC/ IP Financial Advisory Services LLC

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