The Progression of Wealth: How to Build and Protect Your Retirement With Confidence

In 2003, we sat down together to write our first book, The Progression of Wealth®. 

That book has since guided thousands of people to financial independence and has arguably started the movement in holistic, goals-based financial planning and wealth management. 

But after you spend years working to establish your wealth, how do you maintain it— and more importantly, enjoy it—throughout your retirement? 

How can you continue to maintain your lifestyle? 

How can you ensure your family will be cared for? 

This book will show you how. The strategies and knowledge presented within will help you plan and invest so you’re prepared for both the expected and unexpected in retirement. So many people view retirement as a time to cut back and reign in their finances; we see it as a time to celebrate maintaining the lifestyle you enjoy for your entire life.

Our methodology will give you peace of mind knowing your assets are properly allocated, structured, and protected. You will never have to worry about your financial comfort again because it will be taken care of.