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Partnering together to simplify your finances
Partnering together to simplify your finances
We take a multi-faceted approach to simplifying your financial situation. Our main service offerings include financial independence planning, life insurance with living benefits, and generational wealth + legacy planning.
financial independence planning
financial independence planning
Our focus is NOT to help you plan for retirement . . . because people who retire tend to die early. Instead, we focus on helping you achieve financial independence -- working because you want to, not because you have to.
We specialize in TAX-FREE and TAX-DEFERRED strategies to help your money go farther.
life insurance with
living benefits
life insurance with
living benefits
Do you have the new type or the old type of life insurance?
If you have to die to receive any benefits from your life insurance policy, then you have the old type of life insurance. If you have a traditional life insurance policy, it's an easy switch to get the new type of life insurance with living benefits!
Generational wealth + legacy planning
Generational wealth + legacy planning
We believe in transforming the financial outlook of families for generations to come.
Give your children a gift of legacy that will outlast any present by implementing a financial plan to help your child with obtain a higher education, buy a home, start a business, or simply jump start their financial independence.
Insurance products and services offered by Simplify Enterprises, LLC. Investment Advisory services are offered through Aegis Wealth Management, Inc. (“Aegis”). Aegis is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law. Content should not be viewed as an offer to buy or sell any of the securities mentioned. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Simplify Enterprises, LLC, and Aegis Wealth Management, LLC are not affiliated.
This website is for informational purposes only. All information, statements, and opinions contained on this website regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information on this website is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment or course of investments.
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