Developing Financial Intelligence: Taking the Assets You Already Have, and Making Them Financially Efficient

Developing Financial Intelligence Will teach you and your family: q How to implement modern portfolio theoryq Build effective wills and trusts for your familyq Create or expand your business model How to create an effective financial plan: -Utilizing the assets you already have-Creating Effective Income Plans-Offensive and Defensive Tax Reduction-Transforming Income into Wealth-Minimizing Estate Taxes "The kind of straight forward no fluff education you would expect of Creative Wealth Strategies" Paul Maxa President & CEO, Workman Securities "Brook teaches the same way he practices his craft Get ready for significant input" Tony Brozek President & CEO United Windows and Siding " Brook brings together a series of tools that everyone can use but very few have access to"Paul Wax President & CEO, Kinetic Solutions