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Fee-based financial and retirement planning
for affluent retirees in St. George, Utah

RECOMMENDED READING

The Associates and staff at our St. George office suggest the following books:



Your Complete Guide to Money Happiness by Hank Brock

Your Complete Guide to Money Happiness

Achieve financial success, security, and peace of mind by discovering Brock’s timeless correct principles.

Your Complete Guide to Money Happiness lays an enduring foundation of correct principles. The principles are then applied as Money Happiness discusses over 300 financial strategies and tactics. Through this unique...read more

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The Retirement Savings Time Bomb

The Retirement Savings Time Bomb

A five-step action plan for protecting your IRAs, 401(k)s, and other retirement plans from near annihilation by the taxman.

With the possible exception of home property, the most valuable asset for most Americans is their retirement fund. Yet many affluent retirees don’t know that the IRS is waiting to grab up to 90 percent of their....read more

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Parlay Your IRA Into a Family Fortune

Parlay Your IRA Into a Family Fortune

Learn how to follow a bulletproof plan for ensuring your IRA’s continued longevity, tax-favored, for generations.

In Parlay Your IRA, Ed Slott shows you how to make the most out of your retirement plan. Slott's three-step strategy cuts through the tax laws and provides simple, easy-to-follow instructions for managing your IRA. Learn...read more

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Dominoes of Destruction by Hank Brock

Dominoes of Destruction

What we're up against in the future—along with powerful strategies you can use to protect your money and your family.

The potential for world economic disaster is still a possibility, according to Hank Brock's book, Dominoes of Destruction. It reveals exactly what we're up against in the years ahead—along with powerful strategies ...read more

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The Ultimate Gift

The Ultimate Gift

What would you do to inherit a million dollars? Would you be willing to change your life? Jason Stevens is about to find out.

Red Stevens has died, and the older members of his family receive their millions with greedy anticipation. But a different fate awaits young Jason, whom Stevens, his great-uncle, believes may be the last...read more

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Blind Faith by Winslow

Blind Faith

STOP GAMBLING, START INVESTING—Our misplaced trust in the stock market and smarter, safer ways to invest.

The risk of investing in the stock market has increased remarkably over the last decade. In this period we’ve seen tremendous volatility in stock prices, a market bubble and its subsequent pop, a parade of ...read more

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