Paraplanning Made Simple

Paraplanners – Categories

Financial Independence: Your Integrated Wealth Management Planning Process


Financial Independence: Your Integrated Wealth Management Planning Process

Price: $2.93

Many harbor ambitions to save and plan for life after employment, yet the unpredictability and temptations of life can often derail these good intentions. Those irresistible big-ticket items can prove challenging, even for the most disciplined among us. This is where Jeff Davis’s book, Financial Independence, steps in. Davis has designed his book to equip readers with the necessary tools to plan for a fulfilling life post-retirement.

Ever dreamt of globetrotting in your sunset years? Or spending quality time with your grandchildren, perhaps even funding their college education, while ensuring your own financial stability? Davis’s book is your guide. In it, he navigates you through his Integrated Wealth Management Process™, a comprehensive and adaptive strategic financial planning program. This innovative approach will help you actualize your life goals.

Many who have implemented this program have found themselves with a clear roadmap towards a secure and content last phase of life. After all, it’s your money, your life, and your future – shouldn’t it lead you to all the beautiful destinations you’ve envisioned? Jeff’s book is the first step towards realizing those dreams. Dive in to discover more.