The Power of a Plan

PLAN your FINANCIAL WORRIES away


Residents of Oklahoma plan for tornadoes. Just living there carries a risk of their

home being swept away by a violent cyclone―so they prepare for the worst.

As a business owner or soon-to-be retiree, you also must plan for the worst.

Markets will fluctuate and investments will falter, but with a plan, you can endure

the trying times.

David Stone has been helping individuals and business owners plan their

financial matters since 1992, and in The Power of a Plan, he shares strategies

you can use to improve your financial situation now and plan for the future.

Inside, you’ll learn how to:

• manage and understand your cash flow

• handle your insurance needs

• manage the risk of your investments

• oversee real estate investments

• prepare for retirement

• implement tax-planning strategies

• leave an inheritance to future generations

• identify business succession opportunities

You may not be in danger of tornadoes, but everyone is susceptible to financial

ruin―with a plan, you can be more prepared to beat the odds.