Simply Sophisticated Wealth Planning

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About Simply Sophisticated Wealth Planning, LLC Why Simply Sophisticated Wealth Planning, LLC? Clients we work with have done planning in some capacity before we start Their planning can be a hodgepodge of investments, insurance, tax advice andor legal planningall 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 livesnot just from a legal, tax or investment perspectivebut across the board This multidisciplinary process allows us to identify coordination gaps and missed financial planning opportunities