Simplicity Financial Llc company information, Employees & Contact Information

Simplicity Financial is a fee-only financial planning firm that works with Physicians, Fellows, and residents to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning 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 com To learn more, please visit https://www.simplicityfinancialllc.com/ -- Simplicity Financial, LLC is an Investment Adviser registered with the State of Wisconsin. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at (414)-207-6473 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.