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What to Expect

Why Simply Sophisticated Wealth Planning, LLC?

Why Simply Sophisticated Wealth Planning, LLC?

Clients I work with have done planning in some capacity before we start.  Their planning can be a hodge-podge of investments, insurance, tax advice and/or legal planning--all done by different professionals at varied times of their lives, and with multiple goals.

Clients think they've taken care of the important stuff.

When we meet, we take a global approach to their financial lives--not just from a legal, tax or investment perspective--but across the board.  This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities.  

There is truly a difference between having your planning done, and having it done as well as possible.

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Free Portfolio Risk Analysis

Rarely do investors complain when investments go up.  Do you realize how much risk you hold in your portfolio in the event the stock market falls?  Nobody likes a negative surprise.  Take this brief questionnaire and we will discuss what your tolerance for risk is, and we will determine if your investments are aligned with your target comfort level.  

Create a Plan to Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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Meet Keith

As our lives become more challenging and more complex, it's comforting to find an advisor who can cut through the noise to provide actionable advice that can be both elegantly simple to understand, and sophisticated enough to help achieve a secure financial future.

The "S2" in our logo stands for “Simply Sophisticated”. Our mission is to help clients clearly understand key money issues in their lives and to provide guidance and advice to encourage intentional decisions that can lead to a more secure financial future.



Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.