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*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Insurance services offered through GreeneFI Insurance Solutions Ltd. Consulting and education services offered through GreeneFI Wealth Strategies Ltd. GreeneFI Wealth Strategies Ltd. and GreeneFI Insurance Solutions Ltd. are separate and unaffiliated entities from Simplicity Wealth.

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