Overview

With the largest segment of our population facing retirement, What Suze Orman Isn't Telling You provides insight on how to right the wrongs of the various financial celebrities you have listened to over the years. You will quickly learn that market returns are not investor returns and that the retirement projection your financial advisor prepared is probably not worth the paper it was written on. What Suze Orman Isn't Telling You addresses the myth of tax-deferral as well as other financial misconceptions in an effort to open the mind of the investor to an alternative that when properly designed and implemented has the power to reduce fees, minimize taxes and protect assets.

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Jonda Lowe has built a successful financial planning business through hard work, integrity and dedication to her clients. A veteran to the industry, she brings over 27 years of financial expertise, specializing in tax-efficient wealth accumulation and transfer, to her position as financial advisor and president of Vanguard Financial Strategies, Inc in Jacksonville, FL.

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