Building Intergenerational Wealth for the Middle Class

 

Financial Planning is For Everyone

We believe financial planning should start after high school, and reviewed yearly to establish objectives and goals as circumstances of life change.

Financial planning isn’t only for the rich or middle class, it’s for those who want to think outside of the box and beyond this world making the paradigm shift to intergenerational planning.

This book can help you and your family establish a secure financial foundation for you to use now, and for generations to come.

Understanding Infinity

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Financial Planning to Infinity Blog

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Life is Ever-changing and Everlasting
Life is Ever-changing and Everlasting

In my book “Crossing the Bar” a memoir on my “Life. Changes. Challenges. Choices.” I addressed in its introduction that “life is too short” a reality check graphically brought into sharp focus for me when my wife of fifty years died suddenly of a massive stroke in July 2017 just after that book’s completion.

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