Clients We Serve
Executive Management
Simplicity is led by a strong and diverse leadership team that forms the core of the Simplicity Partnership.
Since commencing business in 2016, Simplicity has attracted the industry’s best financial advisory talent, who are drawn to Simplicity’s partnership and culture of employee-ownership. Simplicity’s partnership culture permeates every aspect of the business and is a long-term competitive advantage for our clients. The leadership team sets the Simplicity culture and manifests its ideals every day.
The Partnership
Simplicity is one of the fastest-growing distribution partnerships as a result of its unique and compelling approach to attracting great business leaders.
Simplicity has grown to be the nation’s leading financial products distribution business by creating a platform that attracts great business leaders, who seek to leverage the strengths of Simplicity and whose team embrace the idea of employee-ownership and a Simplicity partnership. Simplicity has successfully completed over 65 acquisitions and added over 200 shareholder-partners in the last eight years.
Office Locations
Holistic Financial Planning
Simplicity’s approach to holistic financial planning is anchored to six fundamental considerations:
Longevity; Liquidity; Inflation; Market; Mortality; and Taxes.
These considerations are comprehensive, intuitive, inter-related, and affect just about every client to varying degrees. This approach can help advisors provide their clients with a clear view of how best to accomplish their financial goals as identified through Simplicity’s proprietary client onboarding process.
Longevity
Creating financial solutions that are designed to provide predictable income for life.
Liquidity
Providing the clients we serve with appropriate and easy access to liquid assets if and when they needed it.
Inflation
Offering consumers investment strategies that have the ability to grow at a rate that will offset inflation.
Market
Solving for unexpected losses in one’s financial portfolio to defend against market declines.
Managing for decreases in a household’s income streams due to a spouse or partner’s death.
Taxes
Creating solutions that mitigate tax increases that can erode one’s retirement income.
Protected Tomorrows
Simplicity has joined forces with Protected Tomorrows to deliver holistic financial planning specifically focused on families caring for individuals with special needs.
Protected Tomorrows was founded with the knowledge that caring and planning for the future of a family member with special needs is often overwhelming and requires even more focus on delivering the hallmarks for which Simplicity is known: education, value, and partnership. Together, Protected Tomorrows and Simplicity provide guidance through this important process.