The Pillars of Planning Book

The Pillars of Planning is an easy-to-read book that helps arm you with the valuable tools to successfully navigate the world of financial planning and investing. Authors Ryan Kinser and Brett Oley provide front-line insights from their extensive history in the wealth management profession – working tirelessly with families, business owners, and retirees to deliver customized and life-impacting solutions to meet their needs. The subjects covered within condense and simplify the often-complicated topics of the industry – asset classes, life insurance, taxes, debt, and estate planning, among others. Moreover, thoughtful advice is provided on how to curate an exceptional financial team and pursue a winning investment recipe. We look forward to providing you, as our reader, with the value-added knowledge and financial pillars of planning that we have shared with so many others.

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