Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Adviser. Subadvisory services offered through Advisory Alpha, LLC, an SEC Registered Investment Adviser. Insurance, education and consulting services offered through Beacon Associates Insurance Agency LLC. Beacon Associates Insurance Agency LLC is a separated and non-affiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Beacon Associates is stated or implied. Appearances in media outlets listed above were obtained and paid for through a PR program.