Simplified Planning and Investments LLC (“SPI”) is a registered investment adviser offering advisory services in Iowa and in other jurisdictions where exempt from registration. Registration with state securities authority does not imply a certain level of skill or training.
The information on this website is for informational and educational purposes only and should not be considered investment, tax, or legal advice. Nothing on this site constitutes an offer to sell or a solicitation of an offer to buy any security or financial product. Do not rely solely on this information when making investment decisions.
Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Any references to performance or returns are illustrative and should not be interpreted as a promise or guarantee of future outcomes.
All information is provided “as is,” without warranty of any kind, either expressed or implied. While we strive to keep content accurate and up to date, SPI does not guarantee completeness, accuracy, or timeliness of the information and is not liable for any damages resulting from the use of this site or its content.
For personalized investment, tax, or legal advice, please consult your own qualified professionals.
Hyperlink Disclosure
The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Simplified Planning and Investments LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website.
When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting.
SPI does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Simplified Planning and Investments LLC web site or incorporated herein, and takes no responsibility thereof.