Welcome to Simple Financial

Maximize joy, minimize hassle: elevate your financial strategy with Simple Financial LLC, your path to personal and business wealth management.

Maximize joy, minimize hassle: elevate your financial strategy with Simple Financial LLC, your path to personal and business wealth management.

Financial Planning & Business Consulting for the Future.

Our Company

is a team of dedicated financial professionals with a passion for helping our clients save time, achieve financial freedom and prosperity.

Listed Services

We offer personalized financial planning (individual, family, and retirement), investment advisory services, and business consulting (start-up, established, and wind down).

Recommendations

If you have any questions or need further clarifications, please don't hesitate to contact us.

About Us -------

We Help Clients To Get Success

Goal Identification and Planning:

Work closely with clients to define their short-term and long-term financial goals, such as retirement, education funding, buying a home, or wealth accumulation.

We will create a detailed financial plan that outlines the steps needed to achieve these goals. This plan should consider factors like income, expenses, savings, investments, and risk tolerance.

Risk Assessment and Management:

We assess the client's risk tolerance and capacity for handling risk. This involves understanding how much volatility they can handle in their investment portfolio.

Design an investment strategy that aligns with the client's risk profile while still aiming to achieve their financial goals. This might involve diversification and appropriate asset allocation.

--------- What we do ----------

Our Services

FINANCIAL PLANNING

As a fiduciary, we create tailored financial strategies to achieve your goals, with personalized guidance on investments, budgeting, and retirement. We want you to enjoy your life and maintain your lifestyle.

BUSINESS CONSULTING

We guide you with strategic insights and solutions to optimize your business operations, enhance growth, and maximize profitability. Work smarter not harder.

TAX PLANNING

We look into the future to help minimize tax liabilities, ensuring efficient financial management for individuals and businesses. We want you to have net gains. We are not Certified Public Accountants nor Enrolled Agents; therefore, we cannot file for you but we can assist in finding you the appropriate filing support.

ESTATE PLANNING

We provide thoughtful planning to protect your assets and ensure your legacy is preserved according to your wishes. We know w can't take a U-Haul to heaven. 😉

SEMINARS & CLASSES

We have engaging educational opportunities that empower you with financial knowledge, from seminars on investment strategies to practical budgeting classes. Knowledge is power

FINANCIAL CONSULTING

Do you have a complex situation? Do you have a need for an on-demand support? We provide customized financial guidance to navigate complex decisions, manage assets, and secure your financial future. We are your team, and you are the MVP!

Our Team

Lawrence Gray

Founder - Advsior

All Regions

Justin Lizama

Principal - Advisor

All Regions

Kristopher Wilson

Advisor

Idaho, Oregon, and Washington Regions

Jonathan Carroll

CCO - Advisor

Idaho, Oregon, and Washington Regions

Janice Pierce

Advisor

Idaho, Oregon, and Washington Regions

Nate Billeter

Advisor

Utah & Surrounding Region

----------- What are clients say about us ------------

Happy Clients

Justin is very professional and did an excellent job with revising our business plan, analyzing data, doing research, projections, and financial planning. He used intricate details and researched what we needed to help us establish a forecast for the business and assisted with our numbers. I would 100% recommend him to colleagues and anyone else reading this review. He’s very responsive and kept us updated throughout the entire process. He always answered questions, gave us ideas and useful information, very matter- of-fact, and gave us quality work. 10/10!