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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 | |
| 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
Funding Data
Simplified Planning and Investments has never raised funding before.
Frequently asked questions
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