Books

Successonomics

Retire Tax Free

The magic in getting to the tax-free world is doing so without increasing your taxes. The challenge is finding the strategy to offset the tax that you would otherwise pay on moving to the tax-free world. So while there are only a few tax-free growth tools, there are a number of mechanisms or strategies to offset the Roth conversion cost.  If you recognize the impact taxes will have on reducing your wealth, then it is critically important to develop your strategy to get to “income tax free,” and it is also critically important to speak with your financial advisor each year to grab unplanned opportunities to further your plan’s success.

Request Your Copy Today!


Successonomics

Jim’s latest chapter in the book, Successonomics

The intriguing part of success is that it means such different things to different people. However, just as success encompasses achievement, Successonomics implies the achieving of goals through fiscal competence. The concept of Success combined with Economics is a formidable financial combination.

Request Your Copy Today!


Leadership West Point

Leadership Speakers Academy

Leadership Speakers at West Point is a conference for thought leaders. This book is the collected wisdom of the 2016 event, with participation from more than 60 experts and world-changers from around the world.

Watch the Speech

Request Your Copy Today!


The Myth of the Rich Doctor

The Myth Of The Rich Doctor

While many medical professionals are in-tune with their own personal health and the health of their patients, they sometimes tend to neglect the state of their own financial health. Download this free eBook to read Jim’s foreword and afterword to learn more about his connection to the medical industry, and how he likes to assist medical professionals with their investing and retirement strategies.

Request Your Copy Today!


Winning the Tax Game

Winning the Tax Game

In this book, we’re going to talk about some of the biggest mistakes that investors make when it comes to their taxes. Then we’re going to talk about how you can solve those problems – legally, morally, and ethically.

Request Your Copy Today!


Our Team

Blake Boelke

New Business Support

Blake Boelke

View More

Cassie Bishop

Customer Service Manager

Cassie Bishop

View More

Alexandria Davis

VP of Operations

Alex Davis

View More

Kristina Fausel

Director of New Business

Kristina Fausel

View More

Anne Wright

Director of First Impressions

Anne Wright

View More