Broker Check

Our History

"If you want to go fast, go alone.  If you want to go far, go together."--African Proverb

"If you want to go fast, go alone.  If you want to go far, go together."--African Proverb

The team at Simply Sophisticated Wealth Planning, LLC has partnered with Vision Financial Group to add to our expertise.  Partnering with VFG's investment team, insurance specialists, retirement plan servicing, bookkeeping and tax preparation group, estate planning financial planning teams helps us guide families to grow their wealth, protect what’s most important and walk down the road, hand-in-hand with the families we serve as they faced life’s greatest challenges and transitions.

Marriages and divorces, births and deaths, starting college or nearing retirement, first jobs or business successions, we have helped people just like you navigate through life’s changes. If you have an upcoming life event that causes you concern or excitement, call us to help you make sure you are seeing the whole picture and won’t be blindsided by gaps in your planning. As our logo reflects, our team prides itself on putting our clients’ best interests at the heart of everything we do.