Who We Serve

If you value keeping your taxes low, preserving your wealth for you and your family, and developing a plan with the goal of being able to minimize risk and maximize growth, then let us custom build a plan for you. Isn’t it time you felt more confident that you are on the right track?

We recognize that different individuals have different needs. We also realize that we can’t be all things to all people. But let me ask you…

  • Do you appreciate planning that is custom fit to you?
  • Do you feel like you have worked very hard to get where you are in life, and now you want your money to work as hard for you?
  • Do you value advice that is high quality and aligned with your best interest? 
  • Is simply accumulating money your ultimate goal or are you more family, faith, and community focused?

If this sounds like you, then you are likely an ideal client to be part of the SimplePath family. Find yourself below for more customized information about how we may be able to help you achieve your goals.

Retirees

Retirees

Helping retirees and pre-retirees create a sustainable plan to maintain your lifestyle in retirement.

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High Net Worth Families

High Net Worth Families

Providing the holistic approach you deserve, including custom investment solutions, tax management, wealth transfer, and cash management.

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Women in Transition

Women in Transition

You’ve spent a lifetime caring for others. Now it’s your time to begin putting yourself first.

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Professionals & Business Owners

Professionals & Business Owners

Let us help you with your unique challenges including income, managing liability, succession planning and reducing taxes.

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The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


SCHEDULE A CALL →           REGISTER FOR AN EVENT →


Or give us a call at (727) 304-6000