Look and Listen

Biography

I am a high net worth financial advisor and strong advocate for consumer education. My books are designed for "fill in the blanks" approach, my book provides nine essential steps for planning, budgeting, and investing all in one book. My book has been awarded Publishers and Editors Choice Awards, 5 star gold review from Clarion-foreword magazine, finalist for literary book of the year award from Readerview.com, and won the Jean Carpenter-Backus Award for the Best Book in Financial Management

Inspiration

My book writing started as a short workbook to collect the proper information for potential investment clients, my wife said this would make a great book to pass on to the consumer, so here it is...designed for how things work, from wills/probate, trusts, budget, retirement budget, and very thourough investment section. A "fill in the blanks" approach to financial and estate planning success. www.bookworm.tv