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  • Whether you are an entrepreneur seeking a smarter way to grow or an individual trying to balance saving for the future and living today, our proven simple program can set you on the right path to financial freedom today.

    Our Purpose is Simple:
    Your Success.

    Are you looking for someone to help you with finances, someone to look over your shoulder for that important financial decision, or just someone to point you in the right direction?

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    • Your Goals

      Your plan starts with you and where you are today. After understanding your current financial reality, together we can create a roadmap that includes: Savings, Debt Elimination and Risk Management.

    • Our Process

      Simple processes and simple plans work! If together we develop a plan that YOU understand and control, the likelihood of your success dramatically increases.

    • Financial Freedom

      Financial freedom comes when you no longer have to worry about money. Creating a plan and being willing to do what it takes to stay with that plan leads to financial freedom.

    Wealth Made Simple Blog

    News and articles to help you along your path to building wealth.

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    • Experts’ Best Advice for the New Year

      Experts’ Best Advice for the New Year

      Every New Year brings scores of resolutions, advice and how-to-do-it-better articles. To bring you the best of the best advice for the New Year, we asked our team of trusted advisors and subject matter experts to share their #1 recommendation that could benefit you. Below are some of the best tips from our professional friends […]

    • IRC WealthCast 038: Residential Mortgages with Art Wood

      residential mortgages with art wood

      iTunes | Youtube   In this episode, Joe is joined by Art Wood, Vice President and Branch Manager of MB Financial in Tucker, Georgia, to discuss the ins and outs of residential mortgages. Most likely, at some point in life, you will work with a mortgage professional. You may think of a mortgage as a […]

    • Make Your New Year’s Resolutions Permanent

      Make Your New Year’s Resolutions Permanent

      Happy New Year! What are your resolutions this year? Eating better? Exercising more? Paying off debt? Saving for retirement? If your New Year’s resolutions never stick and you end up making the same resolutions every year, it’s time to look at your approach. Doing the same thing over and over and expecting a different outcome […]

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