Author Description

Over the years working with clients from many different backgrounds has ultimately led me to write this book. Too often people end up placing their financial future in someone else’s hands by simply finding an advisor who looks good in a suit and talks “the language,” versus taking time to research strategies, concepts and options that may fit themselves better overall without risking the very thing that they are trying to grow and protect. As you read this book, I encourage you to continue to learn and ask a lot of questions. The strategies outlined in this book such as The Banking Policy Strategy have personally changed my life and the lives of countless clients of mine. Likewise, the idea of Guaranteed Lifetime Income is so critical especially as you age. Having the peace of mind that Guaranteed Lifetime Income brings is something that cannot be measured. This book is intended to offer up ideas and concepts and to stimulate thought and reflection. We will discuss proven wealth accumulation and wealth preservation strategies that are commonly misrepresented or misunderstood by many people as well as many financial professionals.