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Start your FREE consultationHere are some of my favorite books that deliver tax saving strategies and how life insurance designed for wealth accumulation can be a terrific compliment to your portfolio, if not the foundation of it.
The Power of Zero by David McKnight
If you’d like to be in the 0% tax bracket in retirement, nobody does a better job of teaching you how to get to there then David.
Busting the Financial Planning Lies by Kim D.H. Butler
Kim does an amazing job of teaching you how to use prosperity economics to build sustainable wealth.
The Bank on Yourself Revolution by Pamela Yellen
Pamela teaches you how to build and maintain your own personal bank by growing your assets safe and securely while minimizing taxes and utilizing the magic of compound interest.
Money. Wealth. Life Insurance. By Jake Thompson
Learn how the wealthy use big institution thinking and strategies using life insurance as a tax-free personal bank to supercharge your savings.
Confessions of a CPA The Truth About Life Insurance by Bryan S. Bloom CPA
Not all CPA’s understand how powerful life insurance is when used as a wealth accumulation tool. Bryan Bloom does and he teaches you everything he knows in his great book.
Busting the Life Insurance Lies by Kim Butler
Kim’s back along with Jack Burns and James Ranson, dispelling myths about life insurance, 38 of them to be exact, and other misconceptions that can sabotage your wealth.
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White Oak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.
Help our clients live more enjoyable lives with a little help from smarter financial planning. White Oak Wealth Partners is committed to always place our client's interests ahead of our own. As your trusted advisor, we will make sure you are educated on your investments and how we manage your money. We deliver sophisticated portfolio management, personal relationships, and holistic financial planning.
Help our clients live more enjoyable lives with a little help from smarter financial planning.
Learn More +Now, more than ever, individuals are tired of financial advisors who are not 100% focused on their goals. White Oak Wealth Partners is committed to always place our clients interests ahead of our own. As your trusted advisor, we will make sure you are educated on your investments and how we manage your money. We deliver sophisticated portfolio management, personal relationships, and holistic financial planning.
So that we can effectively serve you, please click on the link below.
Start your FREE consultation
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