Fundamentally, many individuals know they need to make some changes in their financial plans. They may even know what the changes are that need to be taken care of, which could be in their college funding for a child or grandchild, a charitable planning strategy to help to reach a lifetime family goal or a business planning idea that can help to take a company on to its next level. But somehow for many people, most changes come too slowly, or it feels like someone is just pushing a boulder up a hill as the implementation of these great new ideas keep landing strategies stalling out along the way. This book is intended to dispel many of the misconceptions held by many people toward Wealth Management, when issues do develop regarding what course of action is appropriate to take. 

Professor Jeff believes “that education help to change people’s lives.”