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DISCLOSURE: Investment advisory and financial planning services offered through OwlSense Wealth & Legacy Advisors, LLC. Subadvisory services offered through Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Insurance, consulting, and education services are offered through OwlSense Wealth & Legacy Advisors, LLC. OwlSense Wealth & Legacy Advisors, LLC is a separate and distinct entity from Simplicity Group.

*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.

(661) 278-0585

25129 The Old Road, Suite 300
Stevenson Ranch, CA, 91381

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