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Estate Planning Questionnaire

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Estate Planning Questionnaire

Cody Hollaway

February 16, 2022

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* The Way of Wealth, Amazon, 8/27/13, #1 in Money Management and Retirement Planning. Amazon Best Seller rankings were calculated hourly based on number of copies sold on 8/27/13 in a chosen subcategory compared to similar books in the same subcategory. Subcategories were self-selected and some subcategories contained more books than others. Recent sales were weighted more heavily than past sales. A ranking within a subcategory is not representative of total sales or placement within Amazon’s overall sales list.
*The Renegotiation of Your Retirement, Amazon.com, 2-28-19 #1 in the Private Equity, Interest, Financial Risk Management, Health Insurance, Life Insurance, Mutual Funds, Portfolio Management, Investments, Insurance, Real Estate. Amazon Best Seller rankings were calculated hourly based on number of copies sold on 2/28/19 in a chosen subcategory compared to similar books in the same subcategory. Subcategories were self-selected and some subcategories contained more books than others. Recent sales were weighted more heavily than past sales. A ranking within a subcategory is not representative of total sales or placement within Amazon’s overall sales list.

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Focusing on True Wealth

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Private Wealth Management