Learn How To:
Optimize cash flow to pay current expenses and fund future goals and objectives
Manage debt most advantageously
Reduce taxes while working and during retirement
Accumulate money for college tuition and retirement income
Acquire the right types of insurance protection, including long-term care insurance
Build and transition business ownership for maximum value
- Structure a diversified investment portfolio that builds and preserves wealth
Keep from running out of money during your lifetime
- Find a qualified, competent financial advisor
The Quiet Millionaire®
The award winning book The Quiet Millionaire, which discusses the emotional side of money as well as how to plan and manage comprehensively cash flow, assets, liabilities, taxes, investments, employee benefits, insurance, health care, business ownership, college financing, accumulated estate wealth, and, most critical, how not to run out of money during retirement.
A Comprehensive Guide for Accumulating and Keeping Your Hard-Earned Business Wealth, and Live the Life of Your Dreams.
Do you want to take control over your financial future?
—-Bill Bailey, J.D., Ph.D., Host of It’s Your Money Radio Show/National Radio Network
—Midwest Book Review
—CPA Wealth Provider