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Registration and Services:
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Simplify Wealth Planning LLC (“SWP”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempt.
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Purpose of the Models:
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These financial models are meant to provide helpful information. They are not intended as specific investment, tax, accounting, or legal advice.
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Assumptions and Limitations:
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- The calculations and projections in these models use assumptions provided by you and standard financial assumptions. Real outcomes may differ significantly.
- These models do not consider every factor that might impact your financial situation and should not be the sole basis for your investment decisions.
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Risks:
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- Investing in securities involves significant risks, including the potential loss of some or all of your investment. Past performance is not indicative of future results.
- The models do not guarantee specific outcomes or profits and should be used in conjunction with other financial tools and professional advice.
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No Offer or Solicitation:
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These models are for informational purposes only and do not constitute an offer to sell or a solicitation to buy any securities or investment products.
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Consultation with Professionals:
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We recommend consulting with your independent legal, tax, and financial advisors before making any decisions based on the information from these models.
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Privacy and Data Security:
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SWP is committed to protecting your privacy. By providing your email, you consent to receive the financial models and other related information. Your information will be handled according to our Privacy Policy, ensuring your data is safeguarded.
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Privacy Policy
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User Responsibility:
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Users are responsible for verifying and validating the outputs of these models. SWP disclaims any liability for decisions made based on these models.
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Copyright: © Simplify Wealth Planning, LLC. All rights reserved.
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What you can do:
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Use this spreadsheet for your own personal use.
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Make private copies for your own personal use.
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What you cannot do:
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Resell, sublicense, share, post publicly, or include this model (or derivatives) in any product, course, newsletter, portal, or client deliverable you sell or distribute.
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Remove the copyright notice or rebrand this model as your own.
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