After 20 years in the financial planning and legal counseling world, we realized a frustrating truth: unless a client had assets north of $100 million, they could never access comprehensive counsel under one roof. Business owners, influencers, and families were forced to juggle a CPA, an attorney, an insurance agent, a financial advisor, a real estate expert, a property manager — the list went on. The result? Complexity, confusion, and an industry that quietly pushed everyone but the ultra-wealthy out.

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We saw this enormously underserved group and thought, there has to be a smarter way. That’s why we created SimpliFI: a single relationship with a dedicated attorney who knows you inside and out. For one simple monthly retainer, you get access to the legal and financial counsel you’ve always needed, without the silos or the sky-high hourly bills. All your life, business, and financial planning — under one roof, simplified.