Our Book

This book walks you through the top six concepts and three action steps you can immediately take to set yourself up for a worry-free retirement.

“The Power of a Plan”

“The Power of a Plan (Your Politically Incorrect Guide to a Worry-Free Retirement)” is a small, quick read chock-full of wisdom that couldn't be learned by sitting in a college classroom for six years or by reading every book in the library penned on economics and finance.

The concepts in this book were not taught to me by a decorated college professor, a financial guru talking head on TV, or by a world-class hedge fund manager. I learned in this book by sitting down with thousands of people just like you. Success leaves clues, and you don't have to reinvent the wheel to have a successful financial life. I have found that everyone I speak with accumulated his or her nest egg in different ways, and everyone has had different life experiences, which cause distinct unique relationships and mentalities with money. I have had the great pleasure to meet with multimillionaires who you would think were living the lifestyle we all long for, yet they were miserable in retirement. Then I would speak with hard-working families with more modest-sized portfolios, and they were living the retirement of their dreams. Living a successful retirement has a lot less to do with the number of digits on your balance sheet and more to do with the systems and plan you put into place with your money.

This book walks you through the top six concepts and three action steps you can immediately take to set yourself up for a worry-free retirement.


Get Your Complimentary Copy Today!

For your complimentary copy of “The Power of a Plan,” call us now at 843.300.1182 or fill out the form on the right.