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Library
HOW TO RUN YOUR BUSINESS SO YOU CAN LEAVE IT IN STYLE
John H. Brown and Irv Sternberg
This book is a tool for the business owner who has come to the realization that he or she needs an exit plan. It will help guide you the through a process of how to prepare to leave your business and some of the issues that need to be addressed. 
THE ART OF INVESTING & PORTFOLIO MANAGEMENT:
A PROVEN 6-STEP PROCESS TO MEET YOUR FINANCIAL GOALS
Ronald Cordes, Brian O'Toole, Richard Steiny
Intelligent long-term management of your investments requires that you minimize risk by investing with your head instead of your heart. This book outlines a six-step process that has been honed and perfected by today’s top institutional investment firms and can be tailored to fit your own investment style and budget.
21st CENTURY WEALTH: ESSENTIAL FINANCIAL PLANNING PRINCIPALS
Robert A. Esperti and Renno L. Peterson with John Jenkins
This book is a collection of specialized financial planning techniques from a collaboration of advisors across the country. It addresses investing, estate and tax planning, risk management, and retirement and education planning.
LIVING & LEARNING
Robert S. Keebler with John L. Jenkins
Whether you are just beginning to plan for your retirement or your children’s education, or are already retired, this book provides insights and information that you can put into practice now to secure your goals for retirement or your children’s education. It addresses both the accumulation of income phase and distribution phase of retirement planning.
GIVING PHILANTHROPY FOR EVERYONE
Robert A. Esperti and Renno L. Peterson
Why should I give to charity? Don’t I have to be a wealthy philanthropist? How can I ensure the charity will use my donations the way I want? How do I make donations to get the highest income tax deduction? What does it mean to create a legacy through charitable giving? These are all questions that will be answered by this book.
GENERATIONS: PLANNING YOUR LEGACY
Robert A. Esperti and Renno L. Peterson
This book was one of the first of it’s kind to discuss strategies to pass a greater amount of money to your loved ones and avoid federal estate taxes. It also addresses how to creditor-protect your assets.
If you are interested in obtaining a copy of one of these books,
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