WEALTH BEYOND THE NUMBERS

Wealth isn’t just about the amount of money you have in your investment or retirement accounts. It’s about the abundance of anything you want in life. It took me a long while to realize this, but my own financial journey enabled me – eventually – to see that gaining control over my own wealth would allow me to discover what I truly valued in life.

It would also allow me to build “wealth” in all areas of my life, not just the financial areas. That’s what I want to share with you in this book. I hope the lessons I learned on my financial journey will help you discover your own personal definition of wealth and utilize my strategies to help you build it.

COOL FACTS ABOUT THE BOOK

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Own Your Response

Many people believe happiness and fulfillment are driven by external factors such as how much money you make or how successful you feel at your job.

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Make A Unique Impact

Countless studies have down that to be truly happy and live your best life, you must know deep down what brings you satisfaction and fulfillment.

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Secure Freedom

One of the keys to having a life of abundance is using your two most precious resources – time and capital – as effectively as possible.

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See The Good

Making a conscious effort to focus on the positive aspects of life can help you overcome challenges and put you in better position to withstand life’s storms.

DON’T BELIEVE US? LISTEN
TO OUR CLIENTS ROAR…

“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”

Steve S.

“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”

Steve S.

“We feel MUCH more confident in our plan and approach to retirement income. Before we had all our investments in one basket and Tom helped us really gain a broader picture to make retirement safer by reducing our risks. Tom was extremely responsive and gave us all the options to make the best decision for our family.”

Steve S.