You might have spent years working hard to establish a solid financial foundation, but do you know how to protect it? Christopher R. Jarvis and David B. Mandell’s book, Wealth Protection: Build and Preserve Your Financial Fortress may be one of the tools you need to help achieve this goal. The authors confidently present their views on the value of a team approach to financial planning, beginning in the first chapter, “Why This Book Should Cost $5,000.”
Jarvis and Mandel are the founders of Jarvis & Mandell LLC Integrated Planning Solutions. Both authors are accomplished insurance and financial professionals, and David Mandell is also an attorney. They emphasize that, “Wealth Protection planning is not a one-time event. Rather, it is a process that continues from the beginning of one’s earning years until at least one year after death.” Their book Wealth Protection: Build and Preserve Your Financial Fortress is a useful resource to help you preserve your wealth.