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Simplify Wealth Planning is a financial planning firm based in Austin, Texas, serving both local clients and those nationwide. They specialize in helping busy tech professionals optimize their personal finances, particularly in the areas of equity compensation, taxes, and investments. With their expert planning services, clients can minimize taxes, prepare for future equity gains, and build a solid investment philosophy for long-term wealth growth. Going above and beyond, Simplify Wealth Planning also provides guidance on insurance, estate planning, and budgeting, ensuring that all aspects of their clients' financial well-being are taken care of. By working with Simplify Wealth Planning, individuals can gain confidence in their financial decisions, stay focused on their careers and personal lives, enjoy the fruits of their labor, and have peace of mind knowing that their finances are in order.Generated from the website

LegalShield Independent Associate provides family legal services, identity theft protection, legal plans small business, group benefit payroll deductions and personal wills to the Austin TX area.

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