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Equity Harvesting

by
Roccy DeFrancesco, Jr.
Senior Advisor - JD, CWPP

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245pp - Item # HEMG
Whether you are a professional advisor or home owner, you need to know the truthabout the book Missed Fortune 101 (MF101).

This book, as well as Stop Sitting On Your Assets, is being used as a sales tool by life insurance agents, financial planners, and mortgage brokers -- who are unaware that the book uses "fuzzy" math to reach its conclusions. "Fuzzy" math coupled with a total lack of attention to the tax code renders the book less than useful.

$35.00

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Advisor

Reader Opinion

Whether you are a professional advisor or home owner, you need to know the truthabout the book Missed Fortune 101 (MF101).

This book, as well as Stop Sitting On Your Assets, is being used as a sales tool by life insurance agents, financial planners, and mortgage brokers -- who are unaware that the book uses "fuzzy" math to reach its conclusions. "Fuzzy" math coupled with a total lack of attention to the tax code renders the book less than useful.

MF101 attempts to teach readers to remove equity from a home and reposition those funds in a "tax-favorable" wealth building tool. This is known as "Equity Harvesting."

Let's be clear. Equity Harvesting is a very powerful and useful wealth building tool for the right reader.

However, Equity Harvesting is NOT for everyone, no matter what any author tells you.

This website is here to explain "What's Wrong With" with the book MF101 soprofessional advisors or a home owners can critically examine the concepts discussed in the book.

You don't want to blindly take an author's word as "gospel" when it comes to removing equity from a home to build a retirement nest egg.

You just might end up with a burnt scrambled egg -- and no nest.

(Or, if you are a professional advisor, a host of lawsuitsthreatening your retirement plans.)

To read about the major flaws with MF101, please click on the links at the top of the page.

Roccy DeFrancesco, Jr.
Senior Advisor - JD, CWPP

Roccy M. DeFrancesco, Jr., JD,CWPP

As creator, author and professor of the Certified Wealth Preservation Planner, CWPP Course, Roccy specializes in the following topics.

Creator of the Following Financial Tools and Techniques

Home Equity Acceleration Plan, HEAP

C.A.L.M Analysis, Comprehensive Analysis for Liability Management

Certified Wealth Preservation Planner, CWPP

Wealth Preservation Planning (editor) by the National Association of Accountants

Roccy is the well-published and recognized author of the following books.

Home Equity Management Guidebook

How to Achieve Maximum Wealth with Maximum Security

The Doctor's Guide to Wealth Preservation

Wealth Preservation Planning

Roccy DeFrancesco's Educational Background

Bachelor of Science Degree, Embry Riddle Aeronautical University

Doctorate of Jurisprudence, Valparaiso University

Awards and Honors

Bar Certified in Indiana and Michigan

Co Founder of the Asset Protection Society

Read More About Roccy M. DeFrancesco, Jr., JD,CWPP

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot's license), and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in both Indiana and Michigan and is "of counsel" for DeFrancesco Law Offices.

Roccy is the Author of The Doctor's Wealth Preservation Guide and the Editor of a book titled: Wealth Preservation Planning: A "Team" Approach, by The National Society of Accountants. He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, the OH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today's CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.

He has also lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium to small business owner.

He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal.

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