Discover the proven financial playbook to design a life where you work less, enjoy more, and leave a lasting legacy
The “Retire Early. Retire Often” Method
Smart, unconventional techniques that help you learn how to work fewer months a year.
Strategically leverage tax codes and financial tools to accelerate your long-term wealth.
How to go beyond financial stability and start using your income and assets to create more time and gain more control over your life.
Build a life of freedom while securing your family’s future.
You are Doing Well, but You are Still Playing Defense.
You’ve built a strong income, maybe even your own business. Your net worth is solid. But no one gave you the playbook for what comes after stability.
Paul founded Legacy Financial Advisors in his late 20s and spent the next 50 years guiding clients to long-term success. His firm grew to manage over $1 billion in assets—while Paul quietly redefined success by taking every summer off.
Now retired from the traditional advisor world, Paul is sharing the strategies he used to build wealth, freedom, and legacy, all without burnout.
C.L.U. American College - Chartered Life Underwriter
CHFC American College - Chartered Financial Consultant
B.A Northeastern University
SAL
There is so much in this book I never thought of. It's not as simple as just giving your grandchildren some money on holidays and birthdays. This book is way beyond that.
CAREY
This book has a lot packed into a small space. I am glad it was not just another how to invest book about stocks and bonds.
LENNY
Anyone who reads this book will want to speak to one of the advisors the author trained in the last 50 years. Most financial types don’t ever mention the topics in this book
ROGIL EDUAVE
It’s a heartfelt guide to encourage connections through shared financial wisdom. Families can experience the joy that comes from smart financial decisions—messages that will echo through time. A must read!"
EVELYN B. SOLOMON
This book is such a good read for practical advice in financial planning. The writing style is approachable, making complex topics easy to understand. Loved it!
RALPH B. BARNETT
Found the book quick, to the point, and useful. It's a brief summary, but it's packed with content that really drives the point home that planning shouldn't be avoided until the last minute. These are hard questions you have to ask yourself and it's your responsibility to do so for the rest of your family! Loved it.
You are One Choice Away From a More Intentional Life
Your income is strong. What you need now is a smarter strategy. Join the free webinar and learn how to turn your money into a tool for freedom and legacy.
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