Book Resources

The Binder on the Shelf: Guiding Your Financial Planning Legacy

Book Resources

The Binder on the Shelf: Guiding Your Financial Planning Legacy

Chapter 1

Control What You Can: The Heart of Financial Planning

Top Three Fears of the Financially Successful and How They Work to Overcome Them

Chapter 2

Time Moves Faster Than We Think: How Perspective Shapes Planning

Traveling on a Retirement Budget Maximizing Experiences Without Breaking the Bank

Chapter 3

Building on Solid Ground: Investment Foundations

Past Performance Is No Guarantee of Future Results

Download White Paper

Smart Ways to Build a Moat Around Your Wealth

Chapter 4

Making It Last: Retirement Income Strategies

Adjusting to the Transition of Retirement

Part-Time Work and Retirement: Crafting a Fulfilling Encore

Maximizing Your Social Security Benefits – A Guide for Retirees

Downsizing and Housing Options – Making Smart Financial Decisions in Retirement

Wealth Protection and Planning for Retirees Part 3 – Building A “War Chest”

Wealth Protection and Planning for Retirees Part 2 – Cash Flow Management

Wealth Protection and Planning for Retirees Part 1

Chapter 5

Keeping What You Earn: A Practical Approach to Tax Planning

Taxes Are a Year-Round Job

Download White Paper

Wealth Protection and Planning for Retirees Part 4 – Implementing Available Tax-Saving Strategies

Charitable Giving – The Tax-Wise Way

Chapter 6

Committing to the Line: Business Owner and Executive Planning

Managing Business Debt for Growth – Leveraging and Navigating Financial Opportunities

Tax Savings for Business Owners Part 5 Executive Bonus Plans

Tax Savings for Business Owners Part 4 – SEP and Simple IRAS

Tax Savings for Business Owners Part 3 – 401(k) with Profit-Sharing Plan

Tax Savings for Business Owners Part 2 – Cash Balance Plans

Tax Savings for Business Owners Part 1

Tips for Managing Cash Flow for Business Stability – YouTube

Chapter 7

The Quiet Handoff: How Legacy Moves Forward

Family Business Pitfalls and Solutions

Download White Paper

Business Succession and Exit Planning – Securing Your Legacy and Future

Diversifying Income Streams as a Business Owner: Expanding Your Financial Foundation

Balancing Business and Personal Finances Strategies for Today’s Business Owner – YouTube

Business Valuation Techniques – How to Accurately Value Your Business for Sale or Retirement

Wealth Planning Issues Even Successful Family Businesses Battle

Four Common Family Business Pitfalls and Their Solutions

Chapter 8

What You Leave and How You Live: Estate and Legacy

Estate Documents Aren’t Just for When You Die

Download White Paper

Five Big Mistakes Executors Make and How to Avoid Them

Wealth Protection and Planning for Retirees Part 6 Properly Planning Your Estate

Navigating Life’s Changes The Crucial Need to Update Your Estate Documents

Early Inheritance: Pros, Cons and Ways to Do It Right

Living Legacy Transformative Ways to Pass on Your Wealth to Your Children

Chapter 9

Preparing for the Storm: Risk and Protection

Wealth Protection and Planning for Retirees Part 5 – Controlling Risk Using Insurance

Insurance Considerations for Business Owners

Avoiding Financial Scams and Fraud for Retirees

Wealth Protection and Planning for Retirees Part 5 – Controlling Risk Using Insurance

Download Our White Papers

Receive Our Thoughts

In Your Email

Sign Up

TUCSON OFFICE

2850 N. Swan Road, Suite 100
Tucson, Arizona 85712

(520) 326-6923

PHOENIX OFFICE

4647 N. 32nd Street, Suite 110
Phoenix, Arizona 85018

(602) 955-2838