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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.

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    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.

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

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      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

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    • Live longer and avoid running out of money in retirement

      Image of a single hard boiled golden egg that has cracked open sitting on scattered money.  The image represents failed investment.  Behind the egg are dollar bills.

      Life expectancy in the U.S. continues to be at an all-time high. According to the most recent numbers, if you’ve made it to 50, you’ll probably live to be 81.6. If you’re 65 now, statistically, you could live another 20 years to 84.3 years. Good news, right?! Yes, but it’s even better news if you […]

    • We Need Financial Education Every Day for Every Decision!

      We Need Financial Education Every Day for Every Decision

        Is Financial Literacy Month Still Effective? Funny thing: I randomly asked 20 people the question “Did they know that April was financial literacy month?” The answers I received were vast, from someone saying that April is National Poetry Month (which it is), to another one reminding me that April 10 was National Sibling Day. […]

    • IRC WealthCast 045: Millennial Wealth Made Simple with David Ragland

      IRC Wealthcast 045 millennials david ragland

      iTunes | Youtube   The statistics are clear – if you’re a millennial, you’re probably not saving and investing enough to achieve your goals and secure your future. According to a 2016 Wells Fargo survey, 41% of millennials aren’t saving for retirement. Another study by Corporate Insight found that 42% of millennials have less than […]

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