I have been in the financial business for 28 years. At 61 I am more excited about planning than I have been in all of those 28 years. The reason is the Family Wealth Counselor training that I completed with Jay Link. He is clearly the pioneer of this kind of planning. By “this kind” I mean planning that moves any size client to a 0 estate and capital gains tax. I mean helping people see what God intends for their money. I mean helping their kids see the value of money and how to use it for Kingdom causes.

He combines the soft side of planning with the most sophisticated tools available. I am not afraid to approach anyone including the most seasoned attorneys or accountants and the wealthiest families with this planning because I can now speak with authority and conviction about how to plan their estates in a way to maximize the money and their families to be all that God intended.

If you want to be all that God intended you to be as a planner, you owe it to yourself to get to know Jay and to take any class that he offers. Don’t think of it as a cost, but an investment into your future and the future of everyone you touch. I believe God brought me to Jay so that my next 15 years will be filled with story after story of changed lives and of millions of dollars investing in Kingdom causes. I have no intention of ever retiring, because this is now my life work.

Joseph S. Sturniolo, CFP®
Denver, CO