Bad Advisors-How To Detect Them and How To Avoid Them

by | Jun 8, 2015 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, 4-Tax Planning, Annuities, Blog Posts, Bookstore, College Planning, Financial Edification, Life Insurance

Written by attorney, Roccy DeFrancesco J.D., CWPP, CAPP, CMP and the founder of The Wealth Preservation Institute, his book “Bad Advisors” will not only confirm your suspicions about your current and past financial advisors, it will also reaffirm why you should likely...

There Is A Better, Smarter, Safer Way to Plan For Your Retirement

by | Nov 23, 2012 | 1-Financial Independence Planning, 2-Asset Protection, 3-Estate Planning, Annuities, Blog Posts, Life Insurance, Mortgages, Real Estate, Social Security, The 12 Principles of Money

The Old Way There is a Better, Smarter Safer way! This is the paradigm most people have when it comes to making their investment decisions.  When the market is up, they become greedy.  They want to get on the band-wagon and not miss out on the...