COMMUNITY CONNECTION JANUARY 2023

Dan Rhoads provides health insurance, life insurance, and investment advisory services. He’s been working in financial services since 2016.

Everything that Dan does under “Health & Wealth” is based on his belief that individuals and families deserve clarity, security,

and personal freedom in preparing for their healthcare and retirement needs. Access to those qualities should not be dependent upon your employer.

He educates his clients on how insurance and investing works. His level of honesty and the depth of the explanations that he provides will help you.. And he really knows what he’s doing, saving people money on

insurance and guiding them on how to grow and protect their life’s savings. This level of trust and transparency is what wins him clients’ trust.

Call him at (484) 460-3922, and you’ll see why so many people keep coming back for his support,renewing their benefits, year after year. Specific Services that Dan provides:

Health Insurance. Dental/Vision. Medicare. Life Insurance. Investment Portfolios. Retirement Planning.

Disclosures: In his capacity as an insurance broker, he may provide recommendations regarding purchase of health and life insurance products and may receive commissions and incentives accordingly. Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Subadvisory services offered through Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Accounts are secured with TD Ameritrade. Insurance services offered by Dan Rhoads are separate and unaffiliated entities from Simplicity Wealth and Simplicity Solutions.