Turning Financial Planning
Right-Side Up
Don’t throw your money and timeaway by betting on a poor risk-to-reward scenario.
It’s your retirement — Make it worth it
What Jeff Teaches
The most critical part of financial planning, especially if you’re near retirement, comes down to simply taking a few informed steps. The steps, revealed in Turning Financial Planning Right-Side Up, will make sense to you, but be warned, they are based on rarely spoken, but sound wisdom. In many cases, the solutions are the polar opposite of the traditional advice repeated by Wall Street through the media and financial advisors. Fortunately, there’s a better, safer way to invest than what you’ve been told.
For over 30 years as a financial advisor, I’ve assisted ordinary people to achieve beyond-ordinary investment results. Their retirement assets are defensive and allocated to pull out as much in- come as they can, but leave their principal intact so it can provide in perpetuity. I’ve distilled all my years of success in the financial planning industry into these easy-to-understand chapters so many more people can take control of their financial life.
