Two books. 100 daily reads each. Designed to sharpen your financial knowledge—whether you're planning for retirement or optimizing your wealth. Gain clarity, confidence, and control over your financial future with quick, actionable insights from a trusted Wealth Advisor.
Your Wealth. Your Retirement. Your Future - One Day at a Time
RetireMEANT to BE
100 Daily Reads to get you TO and THROUGH Retirement
Are you looking for the retirement light at the end of your working tunnel, or are you already retired? If you seek to sharpen your knowledge to get you to and through retirement, this book is for you: daily reads are perfect! The compounding results of daily disciplines are what get us to any goal we may set, be it health and fitness, personal relationships, business or career growth and most certainly, money and retirement. A few minutes each day of consistent reading will educate and inspire you to achieve your goals, because your Retirement is MEANT TO BE!
What’s different about this book? It is 100% written and edited by me, the Wealth Management Advisor’s name and face on the front of this book. Throughout the years, I’ve spoken to many other advisors who’ve published books and when I asked how they did it, they revealed a big secret: they’d hired a professional writer to compose their ideas and impart their knowledge into something pleasing to read.
Wealth InFormation
100 Daily Reads to Optimize Your Wealth
Understanding your wealth is about more than just receiving information, it's recognizing that from its creation to its optimization, wealth is always in formation. In life, the only constant is change and that is entirely true in the world of managing wealth. In fact, that's the primary reason I chose a career path that ultimately led me to ownership of a Wealth Management Firm, providing financial guidance and asset management to individuals, families, executives, and business owners through personalized advice.
If you want to effectively sharpen your knowledge through short bursts of information, then daily reads are perfect! The compounding results of daily disciplines are what get us to any goal we may set, be it health and fitness, personal relationships, business or career growth and most certainly, building and optimizing wealth. My first book, RetireMEANT to BE, focuses on getting you to and through retirement. Wealth In Formation will take your insight into understanding money even further, regardless of your age or position in life.