Simple Wealth Planning, LLC (“SWP”) is a registered investment advisor providing advisory services in Missouri, Kansas, Iowa, and other jurisdictions where exempt. Registration does not imply a specific level of skill or training.

The information presented on this website is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell securities. It should not be taken as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be the sole factor in making investment decisions. Past performance is not indicative of future results. Investment in securities and digital assets involves risks and can result in the partial or complete loss of invested funds. It should not be assumed that any recommendations made will be profitable or achieve performance similar to that indicated on this site.

The information on this site is provided “AS IS” and without warranties of any kind, either express or implied. Simple Wealth Planning, LLC (referred to as "SWP") disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability, non-infringement, and suitability for a particular purpose, to the fullest extent permissible under applicable laws. SWP does not warrant that the information will be free from errors.

Your use of the information is at your own risk. SWP shall not be liable for any direct, indirect, special, or consequential damages arising from the use of, or the inability to use, the materials on this site, even if SWP or a SWP authorized representative has been advised of the possibility of such damages.