Platform for Wealth Audiobook

With all of the changes in the energy industry, many of you are facing difficult choices and asking serious questions about achieving your financial goals. That’s why Paul wrote his book, “Platform for Wealth”, to help you work through the …

4 Financial Resolutions to Kick-off New Year

With New Year’s right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1st. The 7th Annual New Year’s Resolution Survey found that many resolutions made last year were focused on faith, family, …

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Your Expert Team

“Your Expert Team” is a valuable guide for affluent individuals, families, and business owners in need of advanced financial planning. By utilizing a combination of different perspectives and expertise, “Your Expert Team” shows how a team-based approach to advanced financial …

A Changed Landscape For Doctors eBook

“A Changed Landscape For Doctors” is a valuable e-book for doctors seeking to revitalize their wealth planning. This 31-page e-book was created as a resource to help physicians objectively consider the wealth management planning issues they face today – and …