For the investor who needs a plan
A Guide to Unlocking Financial Freedom with your Investments.
First Wisdom, Then Wealth! This book is for people who have investments, but do not have a plan. It’s for people who have a goal to retire, but want to know what to do in order to get there and then enjoy it.
Simplify Your Retirement
Timeless Principles to Achieve Financial Peace
- No investment decisions outside the context of the plan.
- The plan determines the products.
- Don’t let your portfolio take a HIT (health care, inflation, and taxes).
- Protect the income; grow the rest.
- Financial peace comes from having a plan.