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6 Books to Grow and Preserve Your Wealth Tax Efficiently


Here 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.




Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor.

White Oak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.


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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.

planning | investing | security | legacy

grow your roots

Our goal is simple:

Help our clients live more enjoyable lives with a little help from smarter financial planning.

Learn More +
planning | investing | longevity | security

grow your roots



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