Simplicity Atlanta specializes in providing best-in-class insurance, investment, and business development solutions to the independent advisor. With a deep understanding of the challenges advisors face, Simplicity Atlanta offers business solutions that are intelligent in design, proven to work, and easily executable.

Get the tools and partner to grow your business.

Simplicity Atlanta’s new calculators help advisors maximize efficiencies and develop successful retirement income planning strategies and proposals for clients and prospects.

  • Sequence of Returns calculator shows how market volatility impacts the longevity of investments – especially while clients are taking regular distributions.
  • Annuity Solutions calculator compares hypothetical market returns to a guaranteed income annuity at 0%.
  • Income Allocation Tool examines a client’s current financial situation and income sources in retirement to help effectively put together a financial plan.

Our guiding principles inform everything we do…

Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.

Delivering best-in-class financial products that meet the holistic financial planning objectives.

An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.