Meet Simply Money. We are your experienced team of financial services professionals dedicated to serving you and your family. For 20 years, Simply Money has been helping numerous families and individuals with their financial plans and investment portfolios.
Our goal is to demonstrate how our practice and process are different and why it matters for you. We work with you to understand your goals in life by planning, investing, and protecting for your financial future.
Simply Money Advisors is your financial services guide. We make managing money simple so you can tend to your dreams, family, and community. Because we care about you and your financial assets, our Simply Money Strategies evolve along with your life.
We serve as the leadership to your dedicated team of financial services professionals guiding the organization in its investment strategy in relationship to the financial markets and global economies, defining a strategic vision for your life plans and insuring your future with protection plan programs.
Your Relationship Development team is an experienced team who advise you in the decision-making process for selecting an advisor. We offer you a guided tour of what you can expect from us, an understanding of our client-advisory relationship and experience, and a personalized synopsis of your financial plan so you can make an informed choice about your financial future.
When you join our client community, you have access to an experienced team of CERTIFIED FINANCIAL PLANNER™ Professionals, along with dedicated support from Client Service Specialists who work together to offer you comprehensive financial planning and ongoing advisory services.
Advisory Services implements your plan based on your specific needs with direction from Simply Money’s Investment Committee. Our comprehensive approach to planning and investments offers you insights into global economic trends and its impact on your portfolio.
At Simply Money, we recognize that the performance of the Simply Money Investment Portfolios is critical to the success of the financial and retirement planning we do for you.
Our 7-member committee is committed to analyzing and interpreting changing economic trends, establishing and monitoring our recommended asset allocations, and revising our investment outlook as needed to incorporate appropriate new investment ideas, solutions, and strategies.
Additional Investment Committee members not pictured here: