SimpliFi (Retirement Planning) Employee Directory

Financial ServicesCalifornia, United States0-1 Employees

SimpliFi, Inc. (formerly Sigdestad Financial) is a financial services firm focused on retirement planning, offering strategies to simplify retirement for clients regardless of their prior financial knowledge. Based in San Diego, California, the company develops plans aimed at maximizing Social Security benefits, optimizing employer-sponsored retirement plans, and addressing personal circumstances that influence retirement finances. The firm operates as an independent, fee-only advisor, emphasizing guidance for individuals seeking structured retirement income planning and related financial considerations. Founded in 2005, SimpliFi positions itself within the retirement planning segment of the financial services industry, serving clients who may benefit from professional, independent assessment of their retirement options. A recent development noted is the launch of a top seven steps list to streamline personal finance management, reflecting an ongoing effort to provide practical guidance for managing retirement-related finances.

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