Asset Protection Products

EDUCATE
YOUR WAY

TO A SECURE FINANCIAL FUTURE

IT'S TIME TO STOP BLINDLY
TAKING ADVICE
FROM ADVISORS

GET THE FACTS NOW

PEACE OF MIND
PLANNING BOOK

THE VAST MAJORITY OF INVESTOR TAKE FAR TOO
MUCH RISK WHEN INVESTING IN THE STOCK MARKET

I believe investors should only take as little risk as is
necessary to achieve their investment goals. In order to
do this, readers need to understand investment risk
which is covered extensively in Chapter 2 of this book.

LOSING MONEY IS NO LONGER AN OPTION

RETIRING
WITHOUT RISK

FINDING SHELTER FROM FINANCIAL STORMS

Are you tired of worrying about losing money
in the next stock market crash? Are you ready
to learn how you can literally retire without risk?
If so, you’ve come to the right place.

RETIRE WITHOUT RISK NOW

BAD ADVISORS

HOW TO IDENTIFY THEM; HOW TO AVOID THEM

Are you ready to read the most feared book in the insurance
and financial services industry today? Why feared? Because
Bad Advisors is a tell-all book unlike any that’s ever been written!

LEARN HOW TO IDENTIFY BAD ADVISORS

THE HOME EQUITY
ACCELERATION PLAN

Learn how you can pay off your mortgage
5, 10, 15+ years early, save in excess of $100,000
in mortgage interest payments, and do so WITHOUT
changing your current spending habits!

SAVE THOUSANDS OF DOLLARS IN INTEREST

LEARN HOW TO SAVE THOUSANDS ON YOUR MORTGAGE

THE HOME EQUITY
MANAGEMENT
GUIDEBOOK

ACHIEVING MAXIMUM WEALTH WITH MAXIMUM SECURITY

With mathematical precision, the HEMGB helps readers
determine if it is best to pay off the debt on a home or
leverage it to grow wealth for maximum retirement income.

LEARN HOW TO ACHIEVE MAXIMUM WEALTH

Financial Education Equals Better Decision Making

Our goal is to get the financial information in front of you. An educated client can ask better questions and as a result get better advice.

An educated consumer will not only be able to make their own financial decisions but have the knowledge to speak to their advisor about their financial goals.

Tax Planning

Tax Planning Means Different Things to Different People. A CPA/accountant/EA typically thinks of tax planning as doing a tax return for a client and sending them the bill for the taxes due. Some might recommend a SEP IRA or SIMPLE Plan, but they typically do not deal with real tax planning.

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Risk Management

The vast majority of investors take far too much risk when investing in the stock market. I believe investors should only take as little risk as is necessary to achieve their investment goals. In order to do this, readers need to understand investment risk which is covered extensively in Chapter 2 of this book.

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Retirement Planning

One of life’s biggest challenges is how do you build enough wealth to retire so you can live the lifestyle you have always planned without the fear of running out of money What is truly amazing is that nearly 30% of the average workers believe they only need to accumulate total of $250,000 or less to retire properly.

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Risk Score

What is your risk tolerance when it comes to investing money in the stock market?Are you risk adverse or do you not mind subjecting your money to large losses in the stock market? We believe that most people have a general idea of their risk tolerance but not a specific understanding of their tolerance.

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Knowledge

Financial education is financial freedom

Education is Your Path

Financial literacy is your key to success

Be a prepared investor. Financial education is right at your fingertips.

Peace of Mind Planning

Peace of Mind Planning gets to the heart of your financial life. The premiss of the book says it all. Losing Money is No Longer an Option. While nobody can predict markets, this book goes a long way in explaining your options. LEARN MORE

Identifying Bad Advisors

If you are a non-advisor, reading this book will open your eyes to the fact that most of your past, current, and future advisors are bad advisors. I will give you specific questions to ask your current and future advisors so you can determine in no uncertain terms if they are “good advisors” or “bad advisors.” LEARN MORE

Pay Off Your Mortgage Early

Would you like to pay off your home 5, 10 or 15 years earlier, without changing your payments or lifestyle by using mortgage interest to your benefit? LEARN MORE