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FINANCIAL PLANNING WHERE THE FOCUS IS ON YOU

What Is Investment Risk?

How different types of risks can adversely affect your investments

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Prestige Financial Advisors

Investment Advisor Services offered by Simplicity Wealth, LLC

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27225 Camp Plenty Road, Ste. 5

Santa Clarita, CA 91351

661.252.4000 or 661.ADVISOR

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661.523.DOCS (3627)

800.663.4025 fax Info@PrestigeFA.com

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Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Subadvisory services offered through Advisory Alpha, LLC, a SEC Registered Investment Adviser. Insurance, veterans claim services, education and consulting services offered through Prestige Financial Advisors. Legal document preparation services offered through The Document People. Prestige Financial Advisors and The Document People are separated and non-affiliated entities from Simplicity Wealth, LLC and Advisory Alpha, LLC.

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For Simplicity Wealth ADV 2A and Form CRS please click here.

Jeff McCarty CA License # 0C09484.

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