This session is designed for W-2 earners making $250,000+ annually and paying significant taxes.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Caruthers Tax and Financial Solutions. Caruthers Tax and Financial Solutions is a separate and unaffiliated entity from Simplicity Wealth.