Our gift to you.

Over the years Superior Planning Founder Buddy Thomas has written several books that are yours for the asking.

Complimentary eBook 

Drawing upon more than 30 years of experience working directly with high-net-worth family leaders, Buddy Thomas provides a peak behind the curtain of how the truly wealthy do what they do, and how they pass their secrets on to the generations that follow.

What you’ll learn…
1. The inside story of the difference between those families who simply have plenty of money, and those who live “truly wealthy” lives.
2. A unique perspective on the priorities of love, wisdom, and money
3. Six Killers of family wealth
4. Six Laws to counteract the Six Killers
5. The journey of the Family Wealth Continuum as the road to prosperity passes through the various life stages of Accumulator, Harvester, Steward, Survivor, and Heir.
6. An exercise to help you identify their own current position on the path to true wealth and your family’s pursuit of happiness.

Here’s the free download for you or anyone else that aspires to become Truly Wealthy.

Contact Us For Your Copy 

From the time they were born, Baby Boomers have created radical social and economic paradigm shifts shaping the culture of our world. As they approach retirement and death, this will be no different.

A well-documented projection is that more than $41 trillion will be inherited by the children of the baby-boom generation. However, before these children receive it, the balance of financial power will shift in an unexpected way.

Women traditionally survive their husbands 80% of the time; and on average, they outlive them for about fourteen years. The obvious conclusion is that these “Widow Boomers” will control the lion’s share of the greatest wealth the world has ever known for decades before passing it on to the next generation. To request a free copy of The Coming Widow Boom, click here.

The Surviving Spouse’s Guide to Emotional and Financial Well-being

This book can be used as a common blueprint, reference guide, or both. You can read it all the way through just to get the point of the process; use it chapter by chapter; or just use those concepts and exercises that apply to your situation and relationship. It is not a complete guide, but a guide for a general direction that can help lead from uncertainty to confidence. It has been stated in general terms to be used whatever way that works for you and your advisory team.

Widow: My advisor (attorney, CPA, etc.) doesn’t understand what I am going through … sometimes it’s impossible to think clearly.

Advisor: My client can’t seem to make a decision … this makes it very difficult for me to do my job.

This book was designed to put them both on the same page (figuratively and literally) by giving them some insight into The Widow’s Plight Syndrome and offering a path and plan to follow during the time this condition is most prevalent.

If you are a surviving spouse, give a copy of this book to your Most Trusted Advisor. If you are the Most Trusted Advisor, give a copy of this book to your widowed client, friend, or acquaintance.

Contact us to request a copy of the book.