Simplicity Financial is a fee only financial planning firm that works with young professionals and small business owners to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, establishing a retirement plan, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values.
A fiduciary has the highest ethical obligation to put their client's interests ahead of their compensation and any other considerations. We are a fiduciary - this is a fundamental value of ours, and we wouldn't have it any other way.
A fiduciary has the highest ethical obligation to put their client's interests ahead of their compensation and any other considerations. We are a fiduciary - this is a fundamental value of ours, and we wouldn't have it any other way.
Services
About
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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.
Services
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By building relationships with our clients' through Comprehensive Financial Planning, we better serve them by aligning their values with their financial goals. Our financial plans are tailored to each individual client as we understand that every person has a unique perspective on their finances. There is no greater satisfaction than helping our clients reach their goals.
Investment Management
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Managing assets and investments has never been simpler. We have partnered with Betterment, a smart technology that enables clients to see investments in one place and track their progress. Each client's investment plan is individualized to reflect their goals. Using this specific goal based investment approach allows our clients to better track their progress.
Student Loan Services
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As a Certified Student Loan Planner and a Certified Financial Planner, we are experts in managing student loan debt. We design individualized plans to tackle student loans so you can feel confident you are taking the correct path. Whether it is public service loan forgiveness or refinancing, we have the knowledge and tools to develop the right plan for you.
FAQs
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A fiduciary is a person who puts their client's interests ahead of their own by adhering to the highest ethical standards of practice. I am a fiduciary - this is a fundamental value of mine, and I wouldn't have it any other way. Although you could manage your finances on your own, hiring Simplicity Financial can give you peace of mind and optimize your financial picture.
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