Customer Reviews

Wealth Protection : Build and Preserve Your Financial Fortress

5 star:		(13)
4 star:		(1)
3 star:		(2)
2 star:		(0)
1 star:		(1)

 

 

This book will be good if you want to review the components that might make up your wealth protection strategy. However, the book comes up short on the detail needed to understand those components well or to structure a comprehensive plan for yourself.

To get a feel for the lack of detail take a look at the Table of Contents, note that it seems very comprehensive but when you look a little closer you will see that most of the chapters are LESS THAN 5 PAGES! The subtopics in each chapter usually make up a single paragraph with a large font bold heading that takes up a lot of the page.

In short, if you want to get an overview of the components you might ask your advisor to explain to you, this would be a valuable purchase. If you want to understand these things yourself, you will be disappointed.

The book is poorly written and largely a superficial analysis of the issues. It was not until after the first 150 pages that I first learned something. This is clearly writen as a marketing piece for the authors. And, when you do go to the website where various additional promised information is supposed to be, it is not there.

That is not to say that I did not learn anything, I did. But on those subjects, I still need to turn to other materials to learn anything that can be put into action.

This is one book that I will keep close at hand over the next several years. Finally someone has put together the critical components of financial growth and asset protection. I particularly liked the focus on assessment, strategy and tactics. Excellent publication for the financial advisor and personal investor alike.

Chris and David have come up with the absolute best method for encouraging all of us to do those financial chores we procrastinate about. This is a must read for anyone interested in their financial future. Read this and prosper.

Arnie Klein, Financial Planner and advisor

I have been in the financial services business for 20 years, and have not ever read anything so "right on" as this book!
It captures the essence of what all financial planners should teach their clients, but next to none do.
It is a must read for not only laymen but also for the people in the business that profess to be doing the right things for their clients.Excellent job, Jarvis and Mandell

As a financial planner, this book helped me get a better understand of 60+ strategies that might work for my clients. Though the book is directed at the client, I think professionals can learn a lot from this book. It has already helped me save one client over one million in taxes. I will be buying this book for my clients and prospects in the future.

This book provides immediately useful information for persons at all income levels and treats each reader individually. This book helps readers to reduce their taxes and protect their accumulated wealth as well as their current and future earnings. As a specialist in this field, I found the book to be informative for both professionals and consumers.

If you are serious about protecting your wealth, read this book and put their recommendations to the test. You will not be sorry.

I just finished reading Wealth Protection and found it to be extremely valuable in planning for my financial future. I am a business consultant and consider myself to fairly aware of the various financial tools, strategies, and techniques...

However, the book offered me numerous new strategies for more effectively protecting my wealth. The best thing about the book is that it is structured in a way that will allow just about anybody to find specific, tailored advice.

Good work Jarvis and Mandell! I look forward to your next book!

This is an easy to read and follow guide to protecting one's financial well being. Appropriate and valuable for both advisor and client. Book allows individual to tailor the reading to the their specific situation. Solid advice and logical approach make this book a must read.

Well done!

This is a great book because of it's unique 86-question Yes/No that will create a customized guide targeting all YOUR needs and what's important to YOUR financial planning and wealth protection.