the intelligent guide to your financial future

About the Book

Endorsements: • "This book presents sophisticated financial planning concepts that Wall Street hasn't told you in layman's language. I consider it a must read for every Baby Boomer who is planning a retirement strategy." David S. Reedy, Genworth Financial - President Terra Securities Corporation • Hats off to Norm, Marcus and Dave! As a former IRS agent, and now a practicing CPA, I know how important it is for people to protect their wealth from the tax man. Follow the advice you find in this book and you will keep more of your wealth for your family. Brian T. Savage, CPA, PFS, CFP • The bedrock of free market capitalism is the voluntary investment of assets by private investors in the economy. This book, iPlan: the intelligent guide to financial planning, is a must reading for such private investors. It raises necessary cautions which every investor should heed; it offers an investment strategy which has protections of assets as its primary goal; and from my own personal experience over the last dozen years, it works. John W. Ryan – President Emeritus, Indiana University Additional thoughts to stimulate your thinking: With money in your pocket, you are wise and you are handsome and you sing well too. --Yiddish Proverb You aren't wealthy until you have something money can't buy. --Garth Brooks When wealth is lost, nothing is lost; when health is lost, something is lost; when character is lost, all is lost. --Billy Graham I've got all the money I'll ever need, if I die by four o'clock. --Henny Youngman The trick is to stop thinking of it as 'your' money. --IRS auditor If money is your hope for independence you will never have it. The only real security that a man will have in this world is a reserve of knowledge, experience, and ability. --Henry Ford 1863-1947 American Industrialist If money be not thy servant, it will be thy master. The covetous man cannot so properly be said to possess wealth, as that may be said to possess him --Francis Bacon (1561-1626) Essayist, philosopher, and statesman Remember that time is money. --Benjamin Franklin If you fail to plan, you should plan on failing! One or the other will be your choice. --Annonymous

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