This book is designed to help CPAs/accountants, attorneys, financial planners and insurance agents learn about advanced planning strategies on Asset Protection, Income Tax Reduction, Advanced Estate Planning and Financial Planning for the high income and/or high net worth client. The book not only helps advisors from a technical standpoint by teaching them new topics like Asset Protection, WealthBuilder Annuity, the Leverage Bonus Plan, VEBAs, Medicaid Planning, Life Settlements, Tax Liens and many more topics, but the book has two chapters covering why the best way to help clients is through a true team approach. $10 from the sale of each book will go to the National Society of Accountant's Scholarship Foundation.

Wealth Preservation Planning: A "Team" Approach

Business & Money

Roccy DeFrancesco

Finance

The Wealth Preservation Institute

The Home Equity Acceleration Plan (HEAP) shows you how to pay off your home mortgage 5, 10 , 15+ years early with a plan that… -does NOT require you to change your current lifestyle. -does NOT require you to refinance current debt. -you are in complete control of at all times and has NO risk. HEAP is NOT a bi-weekly payment plan.

The Home Equity Acceleration Plan (H.E.A.P)

Economics

TriArc Advisors, LLC

Retiring without Risk was created as the authoritative guide to help readers: -Build wealth for retirement without the fear associated with investing in the stock market. -Build a tax-free retirement nest egg in the most efficient, least painful and least risky manner possible. -Determine if tax-deferred qualified retirement plans or IRAs are really tax hostile or tax favorable. -Learn how to grow wealth with NO risk of loss due to market downturns. -Learn how to lock in stock market gains on an annual basis (which will never be lost once locked in). -Learn how to earn a 7% guaranteed rate of return (accumulation value) with a guaranteed income for life you can never outlive.

Retiring Without Risk

Personal Finance

This book is dedicated to readers who are looking for understandable answers to the following questions: 1) How do you build a tax-free retirement nest egg in the most efficient and most economic manner possible? 2) How do you build a tax-free retirement nest egg in the most efficient and least risky manner possible? 3) What is the difference between a sales book and an educational book? 4) Does it make sense to pay off your home mortgage early, and, if not, why not? 5) What is Equity Harvesting and why is it such a hot topic in the insurance, financial, and mortgage marketplaces? 6) How can you pay off your current home mortgage years earlier without changing your lifestyle? 7) What is the 1% Cash Flow Arm (CFA) mortgage and is it right for you? 8) Is cash value life insurance a good financial tool to build wealth for retirement? 9) Does it make financial sense to over-fund a qualified retirement plan or IRA? 10) How can you use Home Equity Management to remove money from your IRA tax free in retirement? 11) What is a Reverse Mortgage, and is it something you or your parents should consider after reaching 62 years of age? 12) What are the laws that govern your ability to use Home Equity Management to your benefit as a tax-favorable/wealth-building tool?

The Home Equity Management Guidebook

Today, 1 in 10 Americans is facing foreclosure and 48 percent of Americans worry about losing their homes. Now more than ever, the American dream of homeownership (the dream of owning our homes free and clear) is a dream shared by most, if not all, Americans. Most Americans expect to make mortgage payments for 15 or 30 years before they own their homes free and clear, free of doubt and worry that they could lose their homes at any moment. What most Americans don't know is that there is an effective and economical way to pay off your home mortgage 5, 10, even 15+ years early! In The Home Equity Acceleration Plan (H.E.A.P.TM), Roccy DeFrancesco, personal finance expert and the nation's leading trainer of advanced planning strategies, teaches you several important strategies that will help you pay off your home mortgage 5, 10, even 15+ years early without changing your lifestyle, obtaining a new mortgage, or paying thousands of dollars for expensive software. Roccy teaches you about different types of mortgages and explains the pros and cons of other early mortgage payoff strategies. As a bonus, Roccy also gives you a strategy that will help you pay off your other debts early, so you can truly be debt free! With H.E.A.P.TM, YOU are in complete control of your acceleration plan at all times! The Home Equity Acceleration Plan (H.E.A.P.TM) gives you all the tools you need to pay off your home mortgage 5, 10, even 15+ years early so you can finally own your home free and clear. Note: H.E.A.P.TM is NOT a bi-weekly payment plan or an acceleration plan that requires you to refinance your home. With H.E.A.P.TM, you can get on the fast track to owning a free and clear home without changing your lifestyle, obtaining a new mortgage, or paying thousands of dollars for expensive software.

The Home Equity Acceleration Plan (H.E.A.P.)

KS Publications Inc.

Americans depend on their financial advisors to give them sound advice, advice that will help them make good investments and secure their financial future. So why-with all the advice they receive from their advisors-have Americans lost trillions of dollars in the stock market, their 401ks, pension plans, and IRAs in just the last 3 years? Here's a SECRET: Many financial advisors are forbidden from giving you the best advice. Also, many financial advisors are either not properly trained to give you the best advice or they're more concerned about selling you a product or service than they are about helping you achieve your financial goals. In this groundbreaking book, author and advanced planning expert, Roccy DeFrancesco, exposes the financial industry's dirty little secrets and unveils the worst fears many people have about their financial advisors. Roccy exposes insider secrets that you need to know to protect yourself and your family from bad advisors, advisors who could negatively affect your financial future. Roccy also gives you questions to ask your financial advisor that will help you determine if he or she is giving you bad advice. After you read this book, you will have all the tools you need to make an informed decision when it comes to hiring (or firing!) your financial advisor.

Bad Advisors: How to Identify Them and How to Avoid Them

Will you be ready for retirement when the time comes? Unfortunately, most Americans are not prepared for retirement. In fact, retirement is a major financial concern for Americans and according to a recent Gallop poll, at least 53% of Americans worry that they will not be able to retire comfortably. Not only do Americans over the age of 50 worry about retirement, but nearly half of 25-34 year olds fear they will not be able to retain their standard of living when they retire. In this book, Roccy DeFrancesco, author and advanced planning expert, exposes insider secrets and provides a remarkable step-by-step approach to help you create a tax free and risk free retirement that will allow you to retire sooner and with fewer financial concerns. After reading this book, you will feel confident that you can retire comfortably even in an uncertain economy.

This book is the authoritative guide to help physicians protect their assets from all creditors. All creditors means from negligence suits, but also from the IRS (income, capital gains and estate taxes), downturns in the stock market, long term care costs and more. There is no other book that has complete information to help physicians protect and grow their wealth. The book also has a chapter on how to better manage and run a medical clinic. This book was written by a former personal injury attorney who also spent three years as the Director of Operations of an orthopedic clinic.

The Doctor's Wealth Preservation Guide

CWPP

CAPP

See the best price to sell, buy, or rent books by Roccy DeFrancesco. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Books by Roccy DeFrancesco

See the best price to sell, buy, or rent books by Roccy DeFrancesco. BookScouter helps to compare book prices from 25+ online bookstores and 30+ buyback vendors with a single search.

Wealth Preservation Planning: A "Team" Approach

The Home Equity Acceleration Plan (H.E.A.P)

Retiring Without Risk

The Home Equity Management Guidebook

The Home Equity Acceleration Plan (H.E.A.P.)

Bad Advisors: How to Identify Them and How to Avoid Them

Retiring Without Risk

The Doctor's Wealth Preservation Guide