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Our Book

About Master Your Financial Success

Brought to you by a group of highly successful financial experts, Master Your Financial Success brings you insights into the most significant areas of your Financial Life. Use this book to guide you through your toughest, yet most fulfilling retirement, family and legacy decisions.

You’ll immediately benefit by learning from other’s real-life experiences on:

  • Income Distribution and Strategies for Retirement
  • Sheltering Income and Assets from Unnecessary Taxes
  • Preserving Family Stewardship and Family Wealth
  • Understanding the Economics of Life Insurance
  • Planning Considerations Specific to Business Owners and Executives
  • Developing an Impactful Charitable Giving Strategy

The counsel in this book comes from the collective wisdom and time-tested advice employed by the 14 authors who represent some of the brightest minds in the Financial Planning community. They collaborate by using best practices and the most effective and urgent planning techniques for the ultimate benefit of each unique client. They choose to work and live by a shared philosophy of “Serve First, Serve Last and Serve Always.”

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