Books and Articles

At Balanced Wealth Solutions, we believe that knowledge is power. To that end, we encourage you to read any of the following books that describe our strategies in greater detail.

If you would like to learn more about any of these strategies or would like a complimentary copy of any of these books, please call me at (949) 677-5707 or send an email to: Crowan@BWSolutions.info.

Learning to Avoid Unintended Consequences
by Leonard Renier

An excellent book which helps discover unintended transfers of wealth and understand the Efficiency of Money. This book is intended to help you understand The Thought Process, Identify The Transfers and recognize The Creators of the Transfers.

If you would like to learn more about these wealth transfers and how to avoid them or would like a complimentary copy of this book, please call me at (949) 677-5707 or send an email to: Crowan@BWSolutions.info.

Retiring without Risk
by Roccy DeFrancesco

This book provides a comprehensive, informed, and unbiased explanation of two alternative retirement wealth strategies that, if suitably and properly structured, can provide a tax free income or guaranteed lifetime income with upside growth potential and downside risk protection.

If you would like to learn more about this incredible wealth building strategy or would like a complimentary copy of this book, please call me at (949) 677-5707 or send an email to: Crowan@BWSolutions.info.

Missed Fortune 101 and Last Chance Millionaire
by Douglas Andrew

These two books were pioneers in understanding and designing a Tax Free retirement Income using a properly structured, maximum funded, cash value life insurance policy. Douglas Andrew skillfully explains how to optimize all of your existing assets to create a tax free income that can last into perpetuity

If you would like to learn how these strategies can benefit your retirement or if you would like a complimentary copy of this book, please call me at (949) 677-5707 or send an email to: Crowan@BWSolutions.info.