As an independent financial firm, we are dedicated to personalized service with uncompromising integrity. Our focus is on comprehensive, tax-advantaged strategies that provide sound preservation of capital, reliable income, and potentially increased returns with reduced risk. Advisory Services offered through SimplePath Wealth Management, LLC, a Registered Investment Advisor in the State of Florida. Insurance products and services offered through SimplePath Insurance & Tax Planning, LLC, an affiliated company. SimplePath Wealth Management and SimplePath Insurance & Tax Planning do business collectively as SimplePath Retirement.