It is an absolute honor to serve our nation’s heroes and most deserving of citizens in any small way we can. Jeff is very proud to be a fully accredited Veterans Claims Agent. As he says, we serve you because you have served us. We are steadfast supporters of our nation’s military. There is never any charge for our services to make an application for any claim to the VA. We encourage you to click on the links below to learn more about benefits the Veterans Administration makes available to eligible Veterans.
We can help you with:
While tax legal and estate issues may be discussed in the general course of financial and investment planning Simplicity Wealth, LLC does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues. Investment advisory and financial planning provided through Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Insurance, veterans claims, consulting, and educational services provided through Prestige Financial Advisors. Legal document services provided through The Document People. Simplicity Wealth, LLC is a separate and unaffiliated entity from Prestige Financial Advisors and The Document People.
Simplicity Wealth LLC, Jeff McCarty, Prestige Financial Advisors and/or The Document People are not affiliated with or endorsed by the Veterans Administration or any other government agency.