Skip to content
Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

  • Home
  • About
  • Blog
  • Contact

Tag: wealth

Which Client are You?

June 27, 2017July 6, 2017 ~ Jamie ~ Leave a comment

I believe there are 3 types of people who walk into my office.

A Deeper Look at Why I Did This

June 27, 2017July 6, 2017 ~ Jamie

I really want to change the industry. I'm tired of some advisors saying they have a client's best interests in mind, then taking action that puts themselves first.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • The Wealth Management Commission (a.k.a. Fee) August 22, 2019
  • ‘Tis the (Tax Savings) Season November 9, 2018
  • It’s for Your Death – Not Your Life September 7, 2018
  • The Five-Point Financial Plan June 21, 2018
  • Portfolio Thoughts May 18, 2018

Topics

  • Advanced Wealth (21)
  • Basic Wealth (20)
  • Behavioral Finance (7)
  • Education Savings (1)
  • Estate Planning (2)
  • Fees & Expenses (3)
  • General (25)
  • Healthcare (2)
  • Insurance (3)
  • Investing (8)
  • Taxes (7)
  • Uncategorized (5)

Yes, I want Wealth Advice Made Simple!

Click here to be directed to IMPORTANT DISCLOSURE INFORMATION.

Powered by WordPress.com.