Announced
Synopsis
Simplicity Group, a New Jersey–based holistic financial planning firm specializing in wealth accumulation and protection strategies, agreed to acquire RetireOne, a California-based independent outsourced insurance desk for fee-based insurance solutions. Financial terms were not disclosed. "We couldn't be happier to join the Simplicity team, helping expand the outsourced insurance desk capabilities and serve as a reliable partner for institutions and fee-based advisors. We are confident that this partnership will enhance our ability to simplify the retirement planning process and deliver unparalleled service in an ever-evolving market." David Stone, Simplicity Group Partner.
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