Learn how you can use the key tactics of ultra-wealthy business owners
Free: Becoming Seriously Wealthy
How to Harness the Strategies of the
Super Rich and Ultra-Wealthy Business Owners
Why You Need This Book
You’ve worked hard to build your business. But now it’s time to create serious wealth.

The kind of wealth that gives you a rock-solid retirement ... provides your family with true financial security ... and helps you make the world a better place.
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In this one-of-a-kind book, you’ll discover ...
  • Four key strategies to protect—and grow—your wealth. Insider secrets of the Super Rich revealed, starting on page 5.
  •  Are you paying too much in taxes? Here’s how to find out ... and what to do about it. Page 67.
  • How to make your child a tax-free multimillionaire. Don’t worry: This strategy is totally legal and IRS-approved. Page 70.
  • Protect your hard-earned money from frivolous lawsuits. This tactic was once reserved for the ultra-wealthy. But it may work for you, too. Page 102.
  • Two types of financial advisors you must avoid ... and how to find the right advisor for your needs. See page 121.
  •  And much more ...
Becoming Seriously Wealthy reveals key tactics of ultra-wealthy business owners. It shows you how to use those strategies to grow your personal wealth. And it helps you find experts to put those strategies into action—safely and effectively.
About the Authors
Timothy J. McNeely
Tim is CEO of The LifeStone Companies and works with a limited number of entrepreneurs and entrepreneurial dentists, for whom he can have a major impact.  Using the same consultative wealth management approach as the super rich, he helps successful business owners make smart decisions about their money so they can better support the people they love, the causes they care about, and for some, change the world for the better.
Russ Alan Prince
Russ is one of the leading authorities in the private wealth industry.  He regularly consults with the Super Rich, family offices and select professionals. Prince is executive director of Private Wealth magazine, is executive director of the Family Office Association Institute and writes the Serious Money column on Forbes.com. He has authored or co-authored more than 50 books, including The High-Functioning Single-Family Office: A Primer for Family Members and Senior Management.
John J. Bowen Jr.
John is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 15 years, Bowen and his team have had the privilege of coaching elite financial advisors on new ways to deliver groundbreaking wealth management solutions to their clients. Previously, he worked directly with affluent clients as a financial advisor for 26 years, managing up to $2 billion in assets.
© The LifeStone Companies

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 of this material has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC.  Timothy 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 through The LifeStone Companies.

Timothy McNeely is an Investment Advisor Representative of Dynamic Wealth Advisor dba Lifestone Family Office.  All investment advisory services are offered through Dynamic Wealth Advisor.  The LifeStone Companies are not owned or legally affiliated with Dynamic Wealth Advisors  and the activities conducted by Mr. McNeely under The LifeStone Companies are considered separate outside business activities.  

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.