Updated for 2025!
If you've worked hard all of your life to build up a nest egg - regardless of how big or small it may be - the last thing you want is for those assets to be lost unnecessarily. But even if you've invested well, a large percentage of your hard-earned assets could still be lost to taxes, probate, unsuitable planning, unintended beneficiaries, and/or financial predators.
This book will give you the knowledge you need to keep your savings, investments, property, and other assets safe - both now and in the future - for yourself, as well as for those who may be depending on you. Today, it is estimated that more than half of all Baby Boomers (60%, to be exact) have done inadequate planning, or worse yet, no planning at all for the protection of the assets they've built up. This can be detrimental to the heirs they love and care about, as well as to themselves - especially if an unanticipated illness or accident should occur.
While most people don't like to dwell on what could happen in the future, the reality is that having a viable plan in place can prevent substantial financial hardships. Even just knowing what is available to you can be a good start - and you can begin right here!
Joe RoosEvans is one of the top financial professionals in the country. He started in the financial services industry in 1982, and after several banner years, he founded Financial Resources of America (FRA). Ranked among the Top Five Percent financial service agencies in the world today - a leading force in the industry since 1986 - FRA is one of a group of several successful companies founded by Joe RoosEvans, including FRA Trust - all of which continue to further his reputation for leadership and innovation nationwide. Over the years, FRA has served more than 17,000 clients who have come to Joe and FRA Trust for advice on how to best preserve their wealth. Today, the company holds more than $1 billion of assets. This accomplishment is the net-result of Joe's passion and commitment for serving people in a quest for successful retirement lifestyles. Joe has committed his entire career to helping individuals create, grow, and protect their wealth. All told, Joe RoosEvans is a widely recognized leader in wealth preservation, and in the financial services industry overall. An acknowledged asset-transfer specialist, radio talk show host, author, and sought-after national speaker, his professional designations include the: - Certified Trust and Financial Advisor (CTFA) - Accredited Estate Planner (AEP) - Certified Financial Planner (CFP) - Retirement Income Certified Planner (RICP) - Chartered Life Underwriter (CLU) - Chartered Leadership Fellow (CLF) - Chartered Financial Consultant (ChFC) - Certified Wealth Preservation Planner - Certified Asset Protection Planner - Chartered Advisor for Senior Living (CASL) Clients who put their trust in Joe and FRA know that they are working with well-established and experienced professionals in the wealth protection and preservation field whose sole purpose is to help them reach their goals.
