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Simplicity Financial Planning
Simplicity Financial Planning
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Anna Vollenweider
Melissa Naylor
Jake Wingo
Brittany Carrier
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Simplicity Financial Planning
Simplicity Financial Planning
About Us
Who We Are
Our Team
Anna Vollenweider
Melissa Naylor
Jake Wingo
Brittany Carrier
Services
All Services
Tax Planning
Financial Planning
Insurance
Contact Us
Frequently Asked Questions
Most Common FAQs
The 401(k) Rollover Process
Tax Planning
SFP Blog
Client Login
Folder: About Us
Back
Who We Are
Our Team
Anna Vollenweider
Melissa Naylor
Jake Wingo
Brittany Carrier
Folder: Services
Back
All Services
Tax Planning
Financial Planning
Insurance
Contact Us
Folder: Frequently Asked Questions
Back
Most Common FAQs
The 401(k) Rollover Process
Tax Planning
SFP Blog
Client Login
It’s Time to Update Your Beneficiaries!
Jake Wingo 1/17/25 Jake Wingo 1/17/25

It’s Time to Update Your Beneficiaries!

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Weekly Market Commentary January 13, 2025
Jake Wingo 1/13/25 Jake Wingo 1/13/25

Weekly Market Commentary January 13, 2025

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Financial Planning in Your 60s: Securing Your Legacy and Lifestyle
Jake Wingo 1/10/25 Jake Wingo 1/10/25

Financial Planning in Your 60s: Securing Your Legacy and Lifestyle

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Weekly Market Commentary January 6, 2025
Jake Wingo 1/6/25 Jake Wingo 1/6/25

Weekly Market Commentary January 6, 2025

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Why a Virtual Financial Advisor Might Be Exactly What You Need
Melissa Naylor 1/2/25 Melissa Naylor 1/2/25

Why a Virtual Financial Advisor Might Be Exactly What You Need

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Weekly Market Commentary December 30, 2024
Jake Wingo 12/31/24 Jake Wingo 12/31/24

Weekly Market Commentary December 30, 2024

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Financial Planning in Your 50s: The Final Stretch! 
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Financial Planning in Your 50s: The Final Stretch! 

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Weekly Market Commentary December 23, 2024
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Weekly Market Commentary December 23, 2024

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Financial Planning in Your 40s: Why It Matters More Than Ever
Jake Wingo 12/20/24 Jake Wingo 12/20/24

Financial Planning in Your 40s: Why It Matters More Than Ever

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Why Financial Planning is Crucial in Your 30s
Jake Wingo 12/17/24 Jake Wingo 12/17/24

Why Financial Planning is Crucial in Your 30s

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Weekly Market Commentary December 16, 2024
Melissa Naylor 12/17/24 Melissa Naylor 12/17/24

Weekly Market Commentary December 16, 2024

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Weekly Market Commentary December 9, 2024
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Weekly Market Commentary December 9, 2024

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Financial Planning in Your 20s
Jake Wingo 12/9/24 Jake Wingo 12/9/24

Financial Planning in Your 20s

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Weekly Market Commentary December 2, 2024
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Weekly Market Commentary December 2, 2024

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Don’t Turn Off the Football Game
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Don’t Turn Off the Football Game

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Weekly Market Commentary November 25, 2024
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Weekly Market Commentary November 25, 2024

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Embrace Autumn With Budget Friendly Family Activities
Melissa Naylor 11/22/24 Melissa Naylor 11/22/24

Embrace Autumn With Budget Friendly Family Activities

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Weekly Market Commentary November 18, 2024
Melissa Naylor 11/20/24 Melissa Naylor 11/20/24

Weekly Market Commentary November 18, 2024

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Navigating the Social Security Maze: Why Expert Guidance Matters
Melissa Naylor 11/15/24 Melissa Naylor 11/15/24

Navigating the Social Security Maze: Why Expert Guidance Matters

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Weekly Market Commentary November 11, 2024
Melissa Naylor 11/11/24 Melissa Naylor 11/11/24

Weekly Market Commentary November 11, 2024

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Location

3707 E Southern Ave

Mesa, AZ 85206

Contact

info@simplicity-fp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data. Click HERE.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC to residents of: AZ, MO, WA and TX. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Advisory services available in all 50 states upon request. Fixed insurance offered through Simplicity Financial Planning. Cambridge and Simplicity Financial Planning are not affiliated. To view Cambridge’s Form CRS (Customer Relationship Summary) click HERE.