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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Tag: index funds

The Five-Point Financial Plan

June 21, 2018 ~ Jamie ~ 1 Comment

Here are 5 actionable ideas you can implement to help secure your financial future.

Am I Ready for a Private Investment?

July 13, 2017December 9, 2017 ~ Jamie

Nearly every great business started as a private investment opportunity.  So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

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