Our first book, The Progression of Wealth, was published in 2003. It has since guided thousands of people to financial independence and, arguably, started the movement in holistic, goals-based financial planning and wealth management. In 2016, we wrote our second book, “How to Build and Protect Your Retirement With Confidence.”
The strategies and knowledge presented within will help you plan and invest so you’re prepared for both the expected and unexpected in retirement. So many people view retirement as a time to cut back and reign in their finances; we see it as a time to celebrate maintaining the lifestyle you’ve enjoyed for your entire life. Our methodology will give you the peace of mind knowing your assets are properly allocated, structured, and protected.