Wealth

Daniel Rhoads offers insurance, education, and investment advisory advisory services. In his capacity as an insurance broker, he may recommend your purchase of insurance products and may receive commissions and incentives accordingly. Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Accounts are secured with TD Ameritrade as a third-party trading platform. Insurance services offered by Daniel Rhoads are separate and unaffiliated entities from Simplicity Wealth and Simplicity Solutions. Links to: Disclosures and Access the Firm ADV and Form CRS