Over the years working with clients from many different backgrounds has ultimately led me to write this book. Too often people end up placing their financial future in someone else’s hands by simply finding an advisor who looks good in a suit and talks “the language,” versus taking time to research strategies, concepts and options that may fit themselves better overall without risking the very thing that they are trying to grow and protect. As you read this book, I encourage you to continue to learn and ask a lot of questions. The strategies outlined in this book such as The Banking Policy Strategy have personally changed my life and the lives of countless clients of mine. Likewise, the idea of Guaranteed Lifetime Income is so critical especially as you age. Having the peace of mind that Guaranteed Lifetime Income brings is something that cannot be measured. This book is intended to offer up ideas and concepts and to stimulate thought and reflection. We will discuss proven wealth accumulation and wealth preservation strategies that are commonly misrepresented or misunderstood by many people as well as many financial professionals.
I've had the privilege to know Frank Riedel and to call him my friend for over 10 years. What Frank writes in this book is not just hearsay, it is valuable information based upon his own personal experiences of tragedy to triumph in his own personal life. Today, Frank uses that real-life experience to help others to make good financial decisions. Congratulations Frank on a job well done!
~Michael Todd Avery - Investment Advisor Representative, Lexington KY
The financial industry can be so paralyzing to people. Often times, it is presented to people outside the industry through the lens of fear. Complexity and fear lead to bad decision making, and to make matters worse, these days financial advisors are not typically the most trusted group of people. Frank Riedel separates himself through 2 simple ways. First, he does what he says he will do. Secondly, Frank has the ability to take very complex strategies, and communicate them in ways that empower people to make great decisions. Frank is a coach, and I am glad that he has finally taken his insights and put them into this book for people to use as a road map to financial success.
Unlike many authors, Frank is actually, out working with clients every day. Additionally, he "eats his own cooking," which means that he is willing to put his money where his mouth is with his own family's retirement strategy! He practices what he preaches.
~Justin Ross, Founder and Owner, YOUnify Consulting
