Making a financial plan isn’t a one-size-fits-all exercise. It’s also not a one-time activity. Your values and ambitions are distinct and dynamic, just like you.
We’re here to help you create and continuously refine a financial plan to make sure the hard work you do now doesn’t go to waste.
We act in an independent fiduciary capacity whether you’re local here in Bentonville, Arkansas, or prefer to work virtually nationwide, we’re equipped to offer Financial Planning with the latest tools and technology, wherever you call home.
We're here to help you achieve the life you've always dreamed of.
Take the right steps toward securing your future.
Retire with confidence - on your terms.
Flat Fee & Advice Only for the DIY Investor (we'll never pressure you to hand over asset management)
Creating a plan that benefits you and your employees,
Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS).
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Simply Retire offers personalized financial services to help you make your retirement goals a reality.