Access Agreement

Schwab is a registered broker-dealer, and is not affiliated with Simplified Financial Partners, LLC or any advisor(s) whose name(s) appears on this Website. Simplified Financial Partners, LLC is/are independently owned and operated. Schwab neither endorses nor recommends Simplified Financial Partners, LLC. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Simplified Financial Partners, LLC under which Schwab provides Simplified Financial Partners, LLC with services related to your account. Schwab does not review Simplified Financial Partners, LLC, and makes no representation regarding the content of the Website(s). The information contained in the Simplified Financial Partners, LLC website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities

Important Notice

Continue

Back

Navigate

Contact

About Us

Investment Management

Contact Us

100 Fifth St, Suite 1
Calumet, MI 49913

(906) 337-4727

Client Portal

Log-in

Financial Planning

Trademark Notice. The webpage in which the Link or Link Logo appears shall include a clear statement that the Schwab name and Link Logo are the trademarks of Charles Schwab & Co., Inc. Advisor may not remove any proprietary notices from the Link Logo (e.g.,"®")

© 2024, Simplified Financial Partners, All rights reserved

Privacy Policy