“. . . indispensable . . .”

—David McKnight, Author The Power of Zero

“. . . deep insights into some of the most complex financial and estate challenges . . .”

—Dina Fliss, President & Chief Investment Strategist, Global View Capital Management, LTD

“. . . straight to the heart of relationships in retirement.”

—Tom Hegna, CLU, ChFC, CASL, Economist, Author, TV Host

“. . . how you can live confidently . . .”

—Professor Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, nationally recognized writer, researcher and educator

“Honest. Shocking. Inspiring. Motivating. Sincere.”

—Darra Wray, Founder of My Care Companions and Creator of the My Data Diary tool

“. . . makes conversations easy to navigate together with our loved ones.”

—Bob Morley, former Director of International Operations, FranklinCovey