I was finally able to get through all the information offered in the book. I would highly recommend the book for anyone who is serious about not loosing their money, or at least looking to become a better insurance or investment consumer. There is a ton of information that allows readers to cut through the sales hype and offers insights very rarely shared by industry insiders. Thanks for the education!- James Brenner, Reader
We believe in the theory that you should only take as much risk as necessary to grow your wealth. For most, risk is something that should be avoided. When you work with the right team of advisors, risk can be mitigated or even avoided without sacrificing returns.
The financial planning part to this website is not meant to give you, the reader, an A-Z formula for how to invest your money in the stock market. Instead, this part of the website is going to look at financial planning from an asset-protection point of view and try to introduce some new ideas for you to think about when putting together a financial plan.
This book is the physician’s financial bible. No physician should practice medicine without one.”- Kathryn Serks , The American Academy of Physicians and Surgeons
“A well-earned thanks for greatly simplifying my life with a much improved proper
corporate structure. Thank you for your expert yet understandable tax and asset protection
planning advice in the book. It will make a huge difference for my family. Thank God I read
“Great book! Thanks for exposing Wall Street and the financial
[services] industry for their self-serving, anti-consumer practices.
You have created a must-read for [everyone] who is planning for
their financial future.”
Because 95% or more of those who fill out this checklist will not be setup to “retire without risk,” that means most will need help.
Did you know that Ameriprise (a financial planning firm with over 7,500 financial representatives nationwide) was sued by its own employees?