Simplicity Los Angeles (Total Financial) supports advisors working with clients at the intersection of wealth accumulation and protection, providing access to top products and targeted resources, including concierge underwriting, advanced planning, and business development support.
One Platform. Institutional Support.
Marketing
Branding
Lead Generation
Retention and Referrals
Sales
Product
Training
Support
Operations
Personnel
Technology
Processes
Our guiding principles inform everything we do…
Education
Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.
Value
Delivering best-in-class financial products that meet the holistic financial planning objectives.
Partnership
An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.