Simplified Planning and Investments Email Formats

Financial Services • Des Moines, Iowa, United States • 1-10 Employees

Key Contact at Simplified Planning and Investments

Benjamin Geiger

Founder, Financial Planner

Company overview

Headquarters	Des Moines, Iowa, United States
Website	simplifiedplanning.com
NAICS	52
Keywords	Retirement Planning, Financial Planning, Estate Planning, Investment Management, Retirement Income Planning, Charitable Giving, Risk And Insurance Planning, Cash Flow & Tax Planning
Founded	2025
Employees	1-10

About Simplified Planning and Investments

Financial Planning and Invesment Management firm located in Des Moines, IA. Serving Clients across the Midwest. We bring order to your finances—transforming complexity into clarity and simplifying every part of your financial life. By deeply understanding your goals, values, and complete financial picture, we build a clear, actionable plan that evolves with you. Our approach unites today’s priorities with tomorrow’s ambitions, combining strategic planning and a tailored investment strategy to help support you in working toward your goals. All content on this page is for educational and informational purposes only and should not be considered tax, legal, or investment advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Simplified Planning and Investments has never raised funding before.

Frequently asked questions

Simplified Planning and Investments is located in Des Moines, Iowa, US.

Simplified Planning and Investments was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Simplified Planning and Investments has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Simplified Planning and Investments

Benjamin Geiger

Founder, Financial Planner

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