Books

Client Centered

Landing a Smooth Retirement, by Glenn Ullmann,  turns conventional wisdom upside down by challenging currently accepted perceptions of how people attain financial independence. This book explains how the path to financial success is bound by four basic principles. Whether you are a sophisticated investor, a highly paid executive or an employee at a retail store, this ground breaking work will reduce your financial stress by steering you to traveled paths of success. Creating wealth and maintaining affluence requires changing some basic thinking about investing, taxes, the cost of advice, media, risk and your control of the process. The real life stories and simple examples in this book will open doors to a new life.

 

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Client Centered


Our Divorce Advisory Group is pleased to announce that, Move Forward Confidently, co-authored by Pat Kilbane and Caitlin Frederick, is now available! The book is a roadmap for high-net worth individuals going through the divorce process. It is designed to provide people with information to smoothly navigate the divorce process and beyond.


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