The Financial Independence Playbook is a financial planning strategy book tailored to the small business owner. Long-term financial planning and retirement are worlds different for small business owners. Wall Street advisors interested in selling financial products such as insurance, mutual funds and annuities don t understand the small business owners objectives; need for retirement, asset management, and what they value most their businesses. This book changes the playing field for small business owners. This playbook spins a new story one of financial independence when business owner s assets provide the income they need so that work is no longer a requirement. This book will help small business owners reach financial independence sooner through a four-step plan focusing on four elements of the entrepreneurial financial journey with a focus on the following issues:

Exit strategies for the business

Business succession plans to family members

Using real estate AND financial products to diversify long-term asset management

Self-directing retirement accounts

Aggressive tax planning

Asset protection"