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Building Legacy Starts Now

Fill Out the Information Below for Your Two Free Resources and Access to Webinars
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Why Wait?

Smart financial decisions play a vital part in shaping your stable future and the future of those we love. As Paul has been saying for 50 years, "It's not cut and dry, it's ragged and wet."

If you're ready to learn more about the journey that is securing a family legacy - then fill out the form and follow along as Paul shares his 50 years of family planning experience.

What Our Subscribers Say

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9.7

There is so much in this book I never thought of. It's not as simple as just giving your grandchildren some money on holidays and birthdays. This book is way beyond that.

Sal
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8.5

This book has a lot packed into a small space. I am glad it was not just another how to invest book about stocks and bonds. The idea that you can enrich your own life and the grandchildren as well appeals to me.

Carey
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9.6

Anyone who reads this book will want to speak to one of the advisors the author trained in the last 50 years. Most financial types don’t ever mention the topics in this book. I suspect most financial types are not this experienced at helping grandparents.

Lenny

Frequently Asked Questions

What inspired you to write this book?

“Smart Financial Grandparenting” is a book that has been brewing in my mind for many years. My background in financial consultancy inspired me to write this book. I have also closely watched the financial struggles of many people. I had the idea to pen down smart ways to manage wealth and preserve family legacies. So, I compiled real life stories for the book.

Can this book have long-term benefits in terms of wealth management?

I’m not saying that this book is the only solution available in the market for making good financial decisions, but this book fills the void for grandparents by offering comprehensive financial details for directing the intersection of love, legacy, and financial management over a few generations.

Is there any target audience for this book?

Yes, there is a particular audience for this book. Close families of average means who want to maximize the financial benefits of wealth transfer to grandchildren, can benefit from ideas in this book.

How does the book have long-term benefits in terms of wealth management?

By providing actionable insights I have addressed the reality of issues for this time. Home buying, college financing and multi-generational living arrangements for aging are big issues today. I used real cases to show the impact and results of practical advice as solutions to the pressing needs and challenges faced by families when it comes to making financial choices in today’s dynamic financial environment.

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