Website Disclosures For Simplify Wealth Planning

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Simplify Wealth Planning (“SWP”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempt. Registration with the state does not imply a certain level of skill or training. The information provided on this site is for informational purposes only and should not be construed as legal, tax, investment, financial advice, or an offer to buy or sell any securities. It is intended to provide general information and does not address the circumstances of any particular individual or entity.

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Past performance is not indicative of future results, and investing in securities involves significant risk, including the potential for partial or complete loss of funds invested. Users should not assume that any recommendations made will be profitable or will equal the performance noted on this site. Each individual should consider their own personal financial situation and consult with a professional advisor before making any investment decisions based on the information provided.

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The content on this site is provided “AS IS” without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, SWP disclaims all warranties, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SWP does not warrant that the information will be free from error, and your use of the information is at your sole risk. Under no circumstances shall SWP be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided.

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Investment risks are inherent in any investment. Loss of principal is possible, and investments may use leverage, which will accentuate gains and losses. It's important to understand that a security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance. Users of the site agree not to hold SWP liable for any possible claim for damages arising from any decision made based on the information provided. By using this site, you acknowledge and agree to these terms and conditions.