ACCELERATE YOUR JOURNEY
TO FINANCIAL FREEDOM
TO FINANCIAL FREEDOM
THE AUTHORS
PETER MALLOUK
RANKED THE #1 FINANCIAL ADVISOR IN THE U.S. FOR 3 CONSECUTIVE YEARS BY BARRON’S
Peter Mallouk is the President of Creative Planning, named the #1 Independent Financial Advisory Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014, and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014–2015). Peter is featured on both rankings of Worth magazine’s Power 100, a list featuring the 100 most powerful men and women in global finance (2017, 2018). In 2017, Peter was a recipient of the Ernst & Young Central Midwest Entrepreneur of the Year Award. Creative Planning provides comprehensive wealth management services to high-net-worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages nearly $50 billion for clients in all fifty states.
Please see Creative Planning’s important disclosure information.
TONY ROBBINS
WORLD-RENOWNED LIFE AND BUSINESS STRATEGIST
Tony is a bestselling author, entrepreneur, and philanthropist. For more than 40 years, millions of people have enjoyed the warmth, humor, and the transformational power of Mr. Robbins’ business and personal development events. He is a world renowned life and business strategist. He’s called upon to consult and coach with some of the world’s finest athletes, entertainers, Fortune 500 CEOs, and even presidents of nations. Worth Magazine named him on their Power 100 list of the most influential leaders in Global Finance for three consecutive years. Robbins has been honored by Accenture as one of the “Top 50 Business Intellectuals in the World”; by Harvard Business Press as one of the “Top 200 Business Gurus”; and by American Express as one of the “Top Six Business Leaders in the World” to coach its entrepreneurial clients. Robbins is a founder or partner in over a dozen companies in industries as diverse as a 5-star Fijian island resort to custom 3D printed Prosthetic limbs. Through the Tony Robbins foundation and his matching funds, Tony has provided over 500 million meals in his partnership with Feeding America.
TONY ROBBINS
WORLD-RENOWNED LIFE AND BUSINESS STRATEGIST.
Tony is a bestselling author, entrepreneur, and philanthropist. For more than 40 years, millions of people have enjoyed the warmth, humor, and the transformational power of Mr. Robbins’ business and personal development events. He is the a world renowned life and business strategist. He’s called upon to consult and coach with some of the world’s finest athletes, entertainers, Fortune 500 CEOs, and even presidents of nations. Worth Magazine named him on their Power 100 list of the most influential leaders in Global Finance for three consecutive years. Robbins has been honored by Accenture as one of the “Top 50 Business Intellectuals in the World”; by Harvard Business Press as one of the “Top 200 Business Gurus”; and by American Express as one of the “Top Six Business Leaders in the World” to coach its entrepreneurial clients. Robbins is a founder or partner in over a dozen companies in industries as diverse as a 5-star Fijian island resort to custom 3D printed Prosthetic limbs. Through the Tony Robbins foundation and his matching funds, Tony has provided over 500 million meals in his partnership with Feeding America.
WHAT YOU WILL LEARN
HOW DOES ACCEPTING REALITY MAKE US BETTER INVESTORS?
HOW DOES ACCEPTING REALITY MAKE US BETTER INVESTORS?
WHAT YOU WILL LEARN
HOW DO YOU KNOW IF YOUR INVESTMENTS ARE ON TRACK?
Peter Mallouk is the owner and CEO of Creative Planning. The firm provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Focusing on clients with investable assets of at least $50,000, Creative Planning currently manages approximately $50 billion for clients in all 50 states.
Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014 and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015).
Please see Creative Planning’s important disclosure information.
HOW DO YOU KNOW IF YOUR INVESTMENTS ARE ON TRACK?
Peter Mallouk is the owner and CEO of Creative Planning. The firm provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Focusing on clients with investable assets of at least $50,000, Creative Planning currently manages approximately $50 billion for clients in all 50 states.
Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017). Barron’s magazine named Peter the #1 Independent Financial Advisor in America three straight years (2013, 2014 and 2015). CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015).
Please see Creative Planning’s important disclosure information.