Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a Registered Investment Advisor. Insurance, Tax, Consulting and Education services offered through Chevalier Wealth & Associates (CWA Management LLC). Chevalier Wealth & Associates (CWA Management LLC.) is a separate and unaffiliated entity from Simplicity Wealth, LLC and Simplicity Solutions, LLC.