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  • jon@plansimplefp.com
  • 504-374-8020
  • 138 N Cortez, Suite B
    New Orleans, LA 70119
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  • Office: 504-374-8020
  • 138 N Cortez, Suite B,
    New Orleans, LA 70119
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PlanSimple Financial Partners, LLC is a registered investment adviser located in New Orleans, Louisiana. PlanSimple Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PlanSimple Financial Partners’ LLC web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PlanSimple Financial Partners, LLC web site on the Internet should not be construed by any consumer and/or prospective client as PlanSimple Financial Partners, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PlanSimple Financial Partners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of PlanSimple Financial Partners, LLC, please contact the state securities regulators for those states in which PlanSimple Financial Partners, LLC maintains a registration filing. A copy of PlanSimple Financial Partners, LLC current written disclosure statement discussing PlanSimple Financial Partners, LLC business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from PlanSimple Financial Partners, LLC upon written request. PlanSimple Financial Partners, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PlanSimple Financial Partners, LLC web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.