102 N College Ave, Ste 614, Tyler, TX 75702
(903) 300-5353
(903) 300-5353
*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 M.S. Wealth Management. M.S. Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.
The Chartered Retirement Planning Counselor (CRPC®) designation, attained by Max Stewart, CRPC®, AWMA®, is issued and governed by the College for Financial Planning®—a Kaplan Company. To attain the CRPC®, the adviser completed a specialized graduate-level program of study, successfully passed a proctored final certification exam, and agreed to complete continuing education. The adviser pays initial fees for the course/exam and a biennial renewal fee to maintain the designation. This payment creates an incentive to obtain and use the designation. The CRPC® is an educational certification and is not an indicator of the adviser’s investment performance, quality of service, or client experience.
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