Since 1996, we have helped create easy to use programs to assist families to meet long-term financial and estate planning goals through our easy to use financial and marketing books.
Our award winning books have received 16 major awards, book of the year, and countless thank you's from individuals and businesses for the easy to use "fill in the blanks" approach to teach you how things work. personal financial planning estate planning checklist financial planning help
My original book Plan Ahead - Protect Your Estate & Investments moved on to my 2nd book says it all "the procrastinators bible for financial success"
The new version the sexy little book of finance III is 2 books in one-personal & business.
With all our busy schedules, complicated forms to and endless books to try and complete a budget, estate plan, will or trust. or just trying to understand various investments-we just never seem to finish.
So important for you, your family, your business...we have made it easy with our proven easy to use fill in the blanks approach.
All for just $11.99
I began my investment career in 1996. My goal was always and still is to provide the most comprehensive investment and estate planning for all my clients. I currently hold Series 6, 7, 63, 65, 24 and CEP® Certified Estate Planner, RFC® Registered Investment Consultant with additional Ethic Approved status.
My books originally came about as I used a workbook to collect information from potential clients which allowed our firm to make better decisions for their future.
Our proven method of marketing your business. Even though this book was written in 2002, it probably holds more true today for marketing techniques.
How many emails a day do you get? mailers? Flyers? Phone calls? Phishing schemes where you are afraid to open your email or attachment.
We text, we email, we call, we Instagram - it seems we have lost that one very key element-FACE to FACE interaction.
My seminars would fill up where I had to roll over from Tuesdays and add Thursdays, all RSVP only.
Back to basics...it works
699 Washington Street, STE 302, Hackettstown, NJ 07840, us