Precise Capital

Investment Planning

Your future will thank you.
Precise Capital
ETF's
A basket of securities that trade on an exchange just like a stock does. It holds multiple underlying assets within, thus a popular choice for diversification.
Precise Capital
Stocks
Receive the benefits of ownership, growth, and dividends that Stocks can yield, while our proprietary tool "Assetlock" manages the downside exposure.
Precise Capital
Bonds
Diversify your portfolio and create tax friendly income with muni bonds, sometimes even tax free.

Recent Articles

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How much will a $40,000 CD account earn now (and is it worth ...
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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. Insurance, Consulting and Education services offered through Precise Capital. Precise Capital is a separate and unaffiliated entity from Simplicity Wealth.