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title: Semi Annual Progress Review Questionnaire
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*Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Fairway Financial Partners. Fairway Financial Partners is a separate and unaffiliated entity from Simplicity Wealth.*

- [Form CRS](https://www.simplicitywealth.com/wp-content/uploads/2025/04/ADV-3-Simplicity-Wealth-March-2025-Final.pdf)
- [Form ADV](https://www.simplicitywealth.com/wp-content/uploads/2024/09/ADV-2A-Simplicity-Wealth-March-2025-Final.pdf)

#### About Us

Retirement should feel like freedom. At Fairway Financial Partners, we're here to help you enjoy it with confidence.

#### Contact Us

E: info@fairwayfinancialpartners.com

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