Simply Sophisticated Wealth Planning

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About Simply Sophisticated Wealth Planning, LLC Why Simply Sophisticated Wealth Planning, LLC? Clients we work with have done planning in some capacity before we start. Their planning can be a hodge-podge of investments, insurance, tax advice and/or legal planning--all done by different professionals at varied times of their lives, and with multiple goals. Clients think they've taken care of the important stuff. When we meet, we take a global approach to their financial lives--not just from a legal, tax or investment perspective--but across the board. This multi-disciplinary process allows us to identify coordination gaps and missed financial planning opportunities.