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Books to Help You Build True Wealth & Thrive!

Dental Wealth Nation

Seven Steps to Decrease Taxes, Increase Impact, and Leave Your Thriving Legacy

Driven dental entrepreneurs who are incredibly successful at thriving while running their businesses often times find that in their personal lives they are just surviving.

Their personal life is complex and chaotic and they don’t have the right team in place to put all the pieces together. I believe you deserve to thrive in the midst of an uncertain world by being empowered to confidently move from chaos to control.

Becoming Seriously Wealthy

How to Harness the Strategies of the Super Rich and Ultra-Wealthy Business Owners

Becoming Seriously Wealthy, provides valuable insights into the strategies used by the Super Rich—people with $500 million or more—as well as successful dental entrepreneurs like you. The authors invited me to contribute the foreword to a special edition of the book, and I would be delighted to present you with a complimentary copy.

I believe you’ll find that the book will give you a great perspective on some of the advanced planning strategies that can help you achieve your most important goals.

Family Fortunes

How Your Dental Family Enterprise can Thrive Across Generations

You want your dental family enterprise to succeed in every way—not only in terms of profit and equity but also by creating family unity and making a positive impact on the world, both now and in the coming decades.

How the ultra-wealthy handle business succession has a lot to teach us. In this book, you will discover some of their best practices that you can adopt to grow your own family enterprise while promoting family harmony across generations.

Family Fortunes can help you avoid mistakes or missing any important opportunities in relation to your financial succession plan (or one you are considering).

Your Optimal Financial World

How Driven Dental Entrepreneurs Can Benefit from High-Performing Virtual Family Offices

Are you working with financial professionals who deeply understand you, your family and your most important concerns and goals? Do you have access to experts who can provide the best wealth management solutions available? Are you confident that you are on the best possible course to achieve all that’s important to you?

Your Optimal Financial World will help you answer these essential questions. It will also provide you with the opportunity to obtain a stress test to help ensure that you are not making any avoidable mistakes or missing any important opportunities.

Elite Wealth Planning

Lessons from the Super Rich

Are you ready to take your wealth game to new heights? Discover the time-tested strategies and exclusive insights from the world's most affluent individuals, those with a net worth of $500 million or more. "Elite Wealth Planning: Lessons from the Super Rich" is an eye-opening, life-changing guide that will transform the way you think about money, financial planning, and wealth accumulation. 💰

Targeted towards affluent dentists and anyone with a complex financial situation, this riveting book will immerse you in the world of the ultra-wealthy and unveil their closely guarded secrets to building and preserving fortunes. Learn from the best of the best, and apply their tried-and-true wealth-building techniques to your own financial endeavors. 🌟

Reaching for the Stars

How to Fast-Track Your Business Success by Leveraging Mastermind and CEO Groups

Are you ready to unlock the secrets of ultra-wealthy entrepreneurs and take your business to the next level? Then it's time to download "Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs."

In this groundbreaking book, you'll discover a treasure trove of valuable insights and practical strategies to help you cultivate and nurture strong business relationships, just like the world's most successful entrepreneurs. No more struggling to forge connections or second-guessing your networking skills—Everyone Wins! provides you with the blueprint you need to propel your business to new heights.

Everyone Wins!

How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs

Are you ready to elevate your business game to new heights? Prepare to be enthralled by "Everyone Wins! How You Can Enhance and Optimize Business Relationships Just Like Ultra-Wealthy Entrepreneurs," a transformative guide that will supercharge your entrepreneurial journey!

Drawing from the playbook of the world's most successful business magnates, this book offers invaluable insights into the art of fostering and maintaining robust business relationships. Discover the secrets behind the meteoric rise of industry leaders, and unlock the full potential of your own network.

The High-Functioning Single-Family Office

A Primer for Family Members and Senior Management

Looking to optimize your family's wealth and gain a competitive edge in today's complex financial landscape? Don't miss "The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management" – your indispensable guide to mastering the world of single-family offices.

This comprehensive primer, designed exclusively for ultra-wealthy family members and senior management, offers a concise yet compelling introduction to single-family offices and the traits that set high-functioning ones apart. Navigate the intricacies of wealth management with ease as you uncover the five essential behavioral best practices that will elevate your single-family office to new heights.


The World of Concierge Medicine

How a Renaissance in Health Care Can Help You and Your Loved Ones Live Long and Healthy Lives

Discover a groundbreaking approach to health care in "The World of Concierge Medicine: How a Renaissance in Health Care Can Help You and Your Loved Ones Live Long and Healthy Lives." Delve into the world of personalized, high-quality medical care that caters to your unique needs and preferences.

This fascinating book is your key to unlocking the secrets of the ultra-wealthy and their superior health care experiences.

Books for Driven Accountants & Attorneys Looking to Grow

Building an Exceptional High-Net-Worth Practice

How Accountants Can Become Seriously Wealthy Working with the Affluent

Are you ready to revolutionize your accounting practice and unlock the secrets to attracting high-net-worth clients? Look no further than "Building an Exceptional High-Net-Worth Practice: How Accountants Can Become Seriously Wealthy Working with the Affluent." This powerful guide is your ticket to transforming your career and achieving unparalleled success in the world of accounting.

Discover the cutting-edge strategies and techniques used by the industry's most successful accountants to create thriving practices that cater to the affluent. Drawing on the latest research and decades of experience, this indispensable book provides you with the tools, insights, and confidence to establish yourself as a top-tier professional in your field.

Excelling In Turbulent Times

How Private Client Lawyers Can Create Exceptional High-Net-Worth Practices in Today’s Challenging Environment

In "How Private Client Lawyers Can Create Exceptional High-Net-Worth Practices in Today's Challenging Environment," you'll find a wealth of invaluable knowledge and practical advice, empowering you to navigate the complex world of high-net-worth legal services with confidence and skill. This book is your ticket to establishing yourself as an elite professional and leader in your field.

Don't let the challenges of today's legal environment hold you back. Download this essential guide now and embark on the journey to creating an exceptional high-net-worth practice that stands the test of time.

Proud to Be in Bakersfield, California
Empowering Dental Entrepreneurs & Executives Nationwide

Tim McNeely. CFP, CIMA
818-534-4949
tim@lifestoneco.com

© The Dental Exit Institute, The Dental Wealth Alliance, Dental Wealth Nation, and The LifeStone Companies - All Rights Reserved

This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.

Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities and they are outside business activities.

The information provided is intended to be educational in nature and not advice relative to any investment or portfolio offered. The views expressed reflect the opinion of the writer based on data available as of the date this book and is subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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