Make Work Optional

About the Book

It is more important than ever for you to think about your financial future. Best-selling author Jonathon Leise, Certified Financial PlannerTM and Accredited Wealth Management AdvisorSM uses stories and anecdotes from over thirty years in the financial services industry to help you to avoid the four biggest investor mistakes and the four investor “no-no’s.” He teaches how to address the six special risks around retirement so you can make work optional. Finally, he describes the single best investment you can make following his years of experience building a successful financial planning practice and raising a family.

If you are a man, woman, or couple trying to raise a family, pay your bills, and accumulate enough financial assets to eventually make work optional, read this book. If you are beginning to save, or have just inherited a financial windfall; if you are an employee or a business owner or executive with a busy schedule trying to do the right thing for your employees and build significant wealth for yourself, you will benefit from this book.

About the Author

Jon Leise believes that the key to financial success lies in a holistic financial planning approach which he implements as Executive Vice President/Wealth Management with Janney Montgomery Scott, LLC. Jon received his BA from Franklin & Marshall College and his MBA from Drexel University. Jon also holds the CERTIFIED FINANCIAL PLANNERTM and the Accredited Wealth Management AdvisorSM designations. Jon is currently seeking his Master’s degree in Gerontology from Saint Joseph’s University.