The Generational Wealth System

A wealth management strategy book for those wishing to break free of the pitfalls and shortcomings of the retirement planning trap. This systematic approach to wealth transfer covers a holistic overview for accumulating, protecting and transferring wealth to the next generations. It's for those who want to have a plan in place for a time when they may not be here to guide and care for their loved ones physically. It's also for those who have causes dear to their heart and wish to make a difference.

This book is for those legacy makers that are looking beyond retirement. The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, probate, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy. The Generational Wealth System described in this book is the systematic approach to preserving your wealth, lifestyle, and legacy.