Thank You for Taking the QuizSimplicity Digital Advisor2022-08-16T15:43:43+00:00

{Name (First):23.3}, thank you for taking the Financial Confidence Quiz.

Your results will be emailed to you shortly.

SOURCES:

GoBankingRates.com
Department of Health and Human Services
The Balance
FRED

Social Security Administration
Yahoo! Money
AAA

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

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. Insurance, Consulting and Education services offered through the Personal Economics Financial Group. Personal Economics Financial Group is a separate and unaffiliated entity from Simplicity Wealth.