The Money Plan: Creating Personal Wealth for a Secure Future - Hardcover

Lee, Steven J., M.D.

Hardcover

ISBN 10: 1936467003 ISBN 13: 9781936467006

Publisher: Vantage Pr, 2011

Synopsis

The Money Plan is exactly as the title has it: a PLAN that describes specific, conservative strategies that worked to create significant wealth for the author over the last twenty-five years. The reader learns and follows in a generally safe and secure path. As Lee states, “This Plan is not the only way to accumulate and manage wealth. Other financial people have different notions that may also be successful. But I have never seen their methods clearly presented step-by-step on paper. In this respect, The Money Plan is unique.”

The Plan is drawn from Lee’s personal experience, and delivered from that perspective. “It has been nearly four decades since I first entered the workaday world and decided to accumulate enough wealth to ride out any financial storm, retire earlier than most people, and leave enough of an estate to assure some security to my future family. In that time, two things have been proven beyond any doubt. First, there are rules which make it easier to gain success and compensation. And second, you have to formulate and carry out a specific Plan based on sound reasoning and safety.”

The Money Plan covers the entire spectrum of financial behaviors and investments in a progressive, logical fashion, from savings accounts and CDs to Exchange Traded Funds. Sidebars call out tested software and Internet resources as well as particular tips.

About this title

About the Author

Steven J. Lee has lived The Money Plan. He currently runs a $40 million private investment fund through SL Consultants Group, Inc. In 2007, the medical company he founded in 1990, and headed for 13 years, was sold for $1.5 billion to a major corporation. During his career he has built and sold several other companies in technology and bio-technology, and also serves of President of two venture funds. He holds a Bachelor's degree cum laude from Lehigh University (where he was a Trustee), a law degree from Fordham University, and an MBA from The Wharton School at the University of Pennsylvania.

Mr. Lee's previous six books and articles on investments deal with mergers and acquisitions, real estate, and venture capital. He is married, has two adult children who are professionals, and makes his home in Florida. Mr. Lee planned this book to be used in conjunction with the additional information on an interactive web site at themoneyplanbook.com.

From the Back Cover

"The Money Plan is a must-read for achieving financial security and making investment choices. It's a clear and straightforward guide to put you on the right path to financial independence." --Dennis Doughty, President (Retired), Booz Allen Hamilton U.S. Government Business

"The Money Plan has transformed the way our family regards personal finance. Its well-defined plan gave us an approach which makes us feel more secure about providing college money, a safe investment portfolio and a successful retirement." --Allison Gallagher, CPA, Moses & Schreiber, LLP

"Traditional schooling is not geared at understanding money and how it works. The Money Plan explains information needed for successful wealth creation in an easily readable style. When combined with themoneyplanbook.com it becomes a simple to use lifetime financial plan." --Paul Joubert, CPA, Former Senior Partner, PricewaterhouseCoopers LLP, Technology Information and Communication Practice; Treasurer and Director, Massachusetts Innovation & Technology Exchange

Edition details

• Publisher: Vantage Pr
• Publication date: 2011
• Language: English
• ISBN 10: 1936467003
• ISBN 13: 9781936467006
• Binding: Hardcover
• Number of pages: 284