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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. Securities offered through Simplicity Investments. Member FINRA/SIPC. Insurance, Consulting, and Education services offered through BenefitRFP. BenefitRFP is a separate and unaffiliated entity from Simplicity Wealth.     Click for Form CRS     Click for Part ADV 2A
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