Maximizing Wealth and Creating Financial Independence

Today maximizing wealth and creating financial independence requires some art some science, but mostly common sense. To be successful, you must use a variety of skills in planning the outcome, implementing the plan and controlling the desired results. Coordinating these three steps is an on-going and ever-changing process.

Many of the barriers we face today are caused by uncoordinated and non-multiplier plans, which are loaded with opinions. This in turn leads to confusion and an uncontrolled situation. Let’s face it; most planning done today by professional planners follows an uncoordinated and non-integrated path. The proof that it doesn’t work is evident by the repeat of the 2002 and 2003 market losses in 2008. Following this planning does, however, create tremendous wealth (unfortunately, mostly for the financial institutions and the government). Because many of these same institutions are making an insane profit, it becomes difficult to get to the truth. Even after many banks, received government bailouts they still paid billions in bonuses with at least 5,000 individuals getting one million (WSJ 7-31-09). It is time we leveled the playing field and recaptured much of this lost wealth for our use.

Listening to the financial pundits today would have us believe that in order to increase wealth, you have to take risks. Because most people are adverse to risk, they use diversification, asset allocation and computer modeling as a method of reducing risk. However, this could not be further from the truth and this lie has confused many people. Fact: it is very possible to reduce risk and taxes while creating more wealth and still maintaining control. This is not hard to do. Much of the information is available today. Yet...

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... (tax efficient) transfer of our assets to our families. Minimizing taxes, applying the money multiplier (maximizing benefits while allowing for flexibility) must become our new concerns. It’s ironic that this great benefit of reduced taxes, increasing wealth and flexibility are within the grasp of all of us. With minimal effort and quite often no cost, we can achieve great things. Then why is it so difficult? It has to be that way. There are very powerful forces that make a lot of money keeping things the way they are (the status quo). There is a chance for those that want to see the truth to greatly improve their situation and create a legacy.

It is with great expectation that I have written this book. It will allow you to choose another road, one that will lead to financial security for generations to come. You can achieve true Peace of Mind.

Thank you,