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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Myles Wealth Management
59 North Main Street
Florida, NY 10921
Phone: 845-651-3070
Email: info@myleswm.com