Recommended Reading

Here are some books we have used, and continue to use in the holistic planning process we undertake with our clients.

The Banker's Secret to Permanent Family Wealth™ by John Cummuta
www.PrivateFamilyBanking.com

The Brower Quadrant: Live Life Deliberately by Lee Brower
www.leebrower.com

Becoming Your Own Banker by R. Nelson Nash
www.infinitebanking.org


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