Nonetheless, far too many people abrogate their responsibility toward their assets by allowing the wrong person(s) to take charge. They leave their money, their “precious child” so to speak — one that they hope will take care of them well into their old age — in someone else’s hands. They hardly ever pay close attention to what is going on with their investments, but then, if things go south, they are deeply shocked.

Others tolerate financial advisors who treat them with condescending jargon instead of really listening to what they want and need, truly concerned and committed to positioning their assets for both safety and growth.

That is where Paul Reback comes in. As an independent CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and president of Capital Estate Advisors, Inc., a Registered Investment Advisory firm, Paul has developed a stellar reputation as a financial professional who becomes “part of your family.” To say he goes “the extra mile” is to leave out the rest of the 26-mile marathon he runs for each and every client. In other words, he has your financial back — lock, stock and barrel.

In his book, Paul opens his life and his heart to you with great candor and generosity. The client stories he shares are not only highly illustrative, relatable and entertaining; all of them are true, though the names and circumstances have been slightly altered to protect their privacy.