Co$tly Estate Planning Mistake

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Simplicity Digital Advisor2024-12-09T00:40:25+00:00

501 N Brookhurst St,
Suite 318
Anaheim, CA 92801

(714) 776-0606

*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services offered through Slaten Wealth Management a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Insurance, consulting, and education services offered through Slaten Wealth Management. Slaten Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.