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Testimonial Category: Book
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Kim Butler

I know many advisors who work in this space, and he stands out as one of the most humble and growth-oriented advisors I know. I

Dan Fachner

I really appreciate that this book focuses on good, sound financial decisions to help build efficient and optimal wealth and legacy over time. Thank you

Bryan S. Bloom

As long as you are always putting yourself in the right places and in front of the right people, opportunity knocks. Phil is one of

ANONYMOUS

This book redefines retirement planning by combining practical advice with deep philosophical insights on money. The unexpected chapter on forgiveness adds a unique and profound