Win the War for Money and Success: Enhance Your Investment Return and Retirement Income Reduce Taxes and Create a Sizable Inheritance
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About The Book

This Self-Help Financial Book Will Help You Understand Some of the Most Important Financial Concepts and Strategies: Strategies to reduce taxes Create a better investment portfolio Potentially double your retirement income Make sure you leave a substantial inheritance behind Most Importantly you will win the war for money and success!During my twenty-year career I have helped more than 4000 doctors 3000 successful small business owners and many other senior professionals with the strategies contained in this book to reduce their taxes beyond what a typical CPA or an Accountant can do for them almost double their retirement income and create a substantial inheritance for the family.Ironically the financial services industry has contributed lots of information (and misinformation) in order to advance its own agenda. The most people cant comprehend the complicated nature of investments insurance banking and other financial concepts. Its not their fault of course. There are so many things to understand process and finally to make sense of. In fact most financial professionals Ive met dont understand them either.Economically I divide our society into four segments: 1) Lower-income people who live near the poverty line 2) Middle-income earners 3) Higher-income earners and 4) the Ultra-wealthy who deal in billions of dollars. Unfortunately the lower-income segment does not have any means to implement financial strategies and they tend to pay lower or no taxes. They also tend to be the primary recipients of government entitlement programs as they have the most need. The ultra-wealthy on the other hand will never run out of money and they can very well influence the system in their favor to lower their tax burden and create additional wealth building opportunities.Its the folks in-between the middle- and higher-income earners who are in the greatest danger of paying more than their fair share of taxes running out of money or leaving their family in despair because of bad financial decisions and general misinformation. They are at war against higher taxes and unfair financial disadvantages at war against a system that is designed to take their money penalizing them for the results of their success. They studied well and worked hard to become as successful as they can be. Taxes inflation market fluctuations rising expenses lawsuits and mediocre financial products and advice are eroding their wealth and eating away at anything they might pass down as an inheritance to their family. If you are in the middle - paying more than your fair share of taxes and expenses and having less and less to show for it - this book is for you.While it will certainly benefit higher-income earners and high-net-worth individuals it will also provide a solid pathway for people who arent there yet and aspire to improve their financial situation. I always believe in discussions based on empirical evidence rather than someones opinion. That is why I have tried to limit my opinions in this book. Instead I provide as many facts and sources as possible. I hope this book is a good starting point in your financial strategies research and journey to lowering your taxes enhancing your investment return doubling your retirement income and potentially creating a legacy for generations to come. Ultimately I hope it helps you win the war for money and success.
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