Americans of all ages lack access to high-quality financial education, training, and support in order to make sound financial decisions. You’ve most likely experienced one or more of the instances below on your journey to financial independence.

Jerome Davis’ Simple Wealth Strategies provides practical financial education and strives to help individuals overcome financial literacy.

Jerome Davis’ Simple Wealth Strategies was founded to provide financial education and conflict-free advisor services. Jerome Davis recognized an extreme deficit in financial education. Our commitment is to provide access to professional mentoring and financial education through our website, boot camps, and workshops.

Though it is never too late to become financially literate, we believe early education best prepares you for planning and maximizing future financial success.

Financial security is determined more by solid money habits and judgments than by how much money you make. Poor financial mistakes made at a young age jeopardize your financial security for years to come. You need the information, skills, and confidence to make sound financial decisions.

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Here are a few issues Jerome Davis’ Simple Wealth Strategies is here to address:

• Lack of Financial Preparedness: If you only learn one thing from Jerome Davis’ Simple Wealth Strategies, It will almost certainly be the significance of compounding and the opportunity for young people to change their personal financial future. We want to encourage young people to take advantage of these opportunities RIGHT NOW. Your future self will be grateful.
• Times Are Changing: Pension plans are disappearing, and even when they are available, only one-third of Millennials participate in their employer’s retirement plan. Understanding how to save for retirement and the options available to you is critical. We teach the fundamentals of retirement savings and examine the specifics of each participant’s options to enable informed decision-making.
• The Increasing Debt Cloud: Americans aged 18 to 29 now owe more than $1 trillion. Debt is one component of your financial picture, and understanding debt and how to address it is one of the first steps toward financial confidence. We give participants the tools and resources they need to understand, manage, and control their debt.
• Financial Anxiety: Money is the top stressor for American families, according to the American Psychological Association, and the numbers increase for the younger generations. We understand that talking about money can be intimidating and stressful for most people, which is why we take pride in providing judgment-free education and mentoring. To help mitigate money as a stressor, we strive to build financial confidence in our participants and encourage open, thoughtful conversations about money.

We believe that financial management should be simple, quick, and secure. Simultaneously, in this computerized age, we believe it is critical to keep a critical eye on the banks and brokerages that hold our money.

Our Core Values:

• Learning: We are working to promote financial literacy in our society. As you’ve probably noticed, there’s a lot of ‘sales material’ out there about investments and finance. Almost all of it, in our opinion, is designed to make someone else money while leaving you with less. Our goal is to help people understand the positive aspects of finance while also recognizing the common gimmicks, excessive fees, and hidden risks.
• Ethics: We prioritize the needs of our community. Because we are not financial advisors, we will never sell you an investment strategy, stock portfolio, or get-rich-quick scheme. Furthermore, all of our materials and tools are presented in a raw and unbiased manner.
• Growth: When it comes to financial management, growth is good, especially compound growth! 
• Thoroughness: We believe that making decisions should be based on the big picture.