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714.510.2558

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500 N. State College Blvd., Suite 1100

Orange, CA 92868

Hours

M - F 9:00am - 5:00pm

Sat. 10:00am - 12:00pm (by appt. only)

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. https://www.simplicitywealth.com/wp-content/uploads/2024/09/ADV-2A-Simplicity-Wealth-March-2025-Final.pdf. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Tax Smart Investing & Planning. Tax Smart Investing & Planning is a separate and unaffiliated entity from Simplicity Wealth. https://www.simplicitywealth.com/wp-content/uploads/2025/04/ADV-3-Simplicity-Wealth-March-2025-Final.pdf. Trading instructions sent via e-mail may not be honored. Please contact our offices at 714-510-2558 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.The content is developed from sources believed to be providing accurate information.

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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