Disclosures
Compliance disclosures
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Peace of Mind Financial Strategies is not affiliated with Simplicity Investments or Simplicity Wealth.
Peace of Mind Financial Strategies and Kyle Peace do not provide legal, accounting, or tax advice. Consult your own attorney or tax professional for guidance specific to your situation.
Investing involves risk, including the potential loss of principal. No investment strategy or risk management technique can guarantee a profit or fully protect against loss in declining markets. Diversification and asset allocation do not ensure a profit or protect against loss in declining markets. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Policy loans and withdrawals will reduce available cash values and death benefits. Long-term care insurance policies and riders contain exclusions, limitations, reductions of benefits, and terms for keeping them in force. Social Security information on this site is not endorsed or approved by the Social Security Office or any other Government Agency. Financial professionals do not provide direct legal advice or draft legal documents; estate planning products and services are coordinated alongside your licensed legal counsel.