Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through August H. Velten & Associates, Inc. August H. Velten & Associates, Inc. is a separate and unaffiliated entity from Simplicity Wealth and Simplicity Solutions.