1.  Live below your means.

 

2.  Acquire true assets.

 

3.  Plan for the long-term.

 

4.  Avoid major financial mistakes.

 

5.  Understand the time value of money.

 

6.  Do not use the IRS to finance your tax; you cannot afford the interest and penalties.

 

7.  Maximize your tax planning and structure your affairs to get every deduction.

 

8.  Understand value, minimize costs, and represent your interests.

 

9.  Buy quality assets at a fair price.

 

10.  Have a team of financial mentor(s) and/or advisors.

Client Resources: Tools

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Client Resources: Further Reading

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Client Resources: Links

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