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About Us Our Firm Meet The Team Our Story Why we believe “Keep It Simple” is the best philosophy Location Get In Touch How We Can Help Tax-Focused Retirement Planning First Generation Wealth Builders Our Investment Philosophy Services and Fees Simple+ Financial Planning and Wealth Management Keep It Simple Financial Plan Simply Investments Advisory Service Simply Employee Benefits Plan Services Simply Technology and Education Subscription Simply Seminars and Speaking Engagements FAQBlog
Keep It Simple Financial Planning
Client PortalContact Us
3 Fatal Flaws in Retirement
3 Fatal Flaws in Retirement
Retirement PlanningGuest UserFebruary 11, 2020Video
Let's BUST a couple common Social Security myths!
Let's BUST a couple common Social Security myths!
Social SecurityGuest UserFebruary 4, 2020Video
Why Diversify?
Why Diversify?
FinancesGuest UserJanuary 30, 2020Video
The SECURE Act: What is it? And how does it impact your retirement planning?
The SECURE Act: What is it? And how does it impact your retirement planning?
Retirement PlanningGuest UserJanuary 12, 2020Blog
6 Tax Planning Moves To Consider Before The End Of The Year
6 Tax Planning Moves To Consider Before The End Of The Year
TaxesGuest UserOctober 22, 2019Video
One Of The BIGGEST Hidden Costs In Retirement: Investment Costs
Guest UserOctober 8, 2019
Investing Close To & In Retirement
Guest UserOctober 8, 2019
What Does "Retirement" Mean To You?
Guest UserSeptember 24, 2019
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877-6-RETIRE (877-673-8473)

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333 City Drive
#1700,
Orange, CA 92868,
USA
Toll Free at 877-673-8473 info@keepitsimplefinancial.com
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