Welcome to Simple Financial
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:
Risk Assessment and Management:
--------- 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!
Marie W. - Las Vegas, NV
Client
Office:
6671 S Redwood Rd, Suite 200
West Jordan, UT 84084
Call
+1 801-876-1171
Email: [email protected]
Site: simplefinancial.com
©2023 Simple Financial. All Rights Reserved.