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Wealth Disclosure

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement.LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

 ADV 2A and Form CRS

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