Bold new vision backed by decades of experience.
Family Defined Benefits is a growing group of professionals from across the country who are deeply concerned about the direction we are heading and the impact it will have on your family’s financial future. Family Defined Benefits is a leader in the industry in identifying the challenges families face in their financial future and overcoming shortfalls in the traditional planning process. FDB offer a career changing approach to preserving the financial integrity of the family, generational planning, family planning, charitable planning and legacy planning.
Symposiums and Training
Preserving the Financial Integrity of Your Family
Generational & Legacy Training
A business strategy is the means by which it sets out to achieve its desired ends.
Teaching conversations and communication tools to help your clients succeed.
We'll help you reach your goals by defining your training and executing the marketing.
FDB has your back with face to face meetings, seminars, & symposiums
Case design and implementations
We'll make sure your clients become involved in the process.
39Million dollars under management
30Company presentations in 2018
6Best selling books
Here's a look at the team behind Family Defined Benefits
President and CEO
Founder of Wealth and Wisdom
Wealth & Wisdom California
What's going on at Family Defined Benefits
Frequently Asked Questions
What is Generational Planning?
Wealth & Wisdom Institute provides training, both in symposiums and in-house training for you and your team.
The application is available for smartphones and tablets, and it can be accessed via the Google Play Store and iTunes, depending on your device. We'll be releasing the app soon, so check back here when we launch for a link direct to the stores.