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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 Rightway Investments, a Registered Investment Adviser, and Simplicity Wealth, LLC, a Registered Investment Adviser. Registration does not imply a certain level of skill or training. Insurance, consulting, and education services offered through Rightway Investments. Rightway Investments is a separate and unaffiliated entity from Simplicity Wealth.
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