A high income doesn’t equal a high rate of return—or a high level of satisfaction. Creating the full picture of wealth means investing your time, money, values, and attention where they matter most to you. My tailor-made financial solutions help you get the clarity you need to live, work, play, and invest with confidence.
Whether you’ve had an advisor for decades, prefer a DIY approach, or are finally looking for a trusted advisor to make sure you don’t miss anything, a CERTIFIED FINANCIAL PLANNER(TM) can help build a financial plan to fit your unique needs.
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.
Align your Wealth and your Values to live a more satisfying, fulfilled life, without the stress of financial insecurity.
Portfolio design, Asset Management, Charitable Strategies. Vanguard estimates that an advisor can add 3% or more in net returns* compared with DIY investing
Cash flow management, income planning, debt reduction, tax planning, wealth transfer, retirement planning, investments, real estate, and more...
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Creating a plan that benefits you and your employees,
Information contained herein is intended for informational and entertainment purposes only, and should not be considered investment, tax, legal or other advice. EXOS WEALTH STRATEGIES, LLC does not offer Tax or Legal Advice
Bespoke Wealth Solutions does not offer Tax or Legal Advice
Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.
EXOS does not serve as an attorney, accountant, or insurance agent. EXOS does not sell insurance products or prepare legal documents or tax returns. Additional services may be provided through an EXOS partner of their licensed capacity, fee structure, and set of terms and conditions.
Please contact admin @ exoswm.com for general questions or to request a copy of our prospectus.
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.