At The Simple Plan, we provide a range of financial advisory services, including retirement planning, financial security, investment management, tax planning, estate planning, and life, disability, and critical illness insurance. OUR goal is to eliminate financial stress in your life by helping to ensure that you are on track to reach YOUR financial goals.

We begin by taking a close look at your financial goals, how much risk you're comfortable with, and your timeline. By getting to know your unique situation, we create a personalized investment plan just for you! We're financial brokers, so we shop the market for the best and most suitable products for your plan. We're not tied to any one investment company, so you know we're on your team, not theirs. This plan will help you reach your goals, adjust as markets and your life changes, ensure your financial security, and keep you on track!

Our fee structure varies based on the services provided. We find that many of our clients prefer the fees to be paid by the investment companies that we use. Some clients like to pay for their investments to be managed, and some simply want to pay a specific fee for each service. You'll know all the options that you can choose from, and select the one that suits you best. Our product strategies are designed to yield the best returns at the lowest fees possible. We believe in transparency and clearly outline all fees upfront, ensuring that you understand the value you receive. There's never a cost to get started and to find out how it all works. One thing you can be sure of--the fees you pay will reap you far more in long-term rewards through your plan and tax savings.