Brad Rosley has been a Certified Financial Planner since 1990 and started his own wealth management business (Fortune Financial Group) in 1996. He’s a former President of the 1,000 member Financial Planning Association of IL. He has a wife and three children living in Glen Ellyn, IL.


What inspired you to write this book?

My personal legacy: Over the past 30 years I’ve become an expert in my field of financial planning and want to share what I know with others. I believe I can have a positive impact on my reader’s life. Most people can’t afford my services or the services of people in my field. This book will share the tested strategies of my life and many of my successful clients over my career. Lastly. I want my children to know what to do with their money if they don’t ever get around to asking me.

What is your book about?

My book has two components. It has a fictional story about two men facing death in a hospital room. One of the men is an older grandfather and the other is middle-aged with a wife and three dependent children. The older gentleman gives advice in an old fashion way to the other dying man as if the younger man might survive and be able to take advantage of his wisdom. Throughout the book, I chime in with a detailed description of the strategies the older gentleman mentions so that readers can start using them immediately.

What one key takeaway you hope someone gets from reading your book?

Money is just a tool that works best when you take the time to design a plan to do what you want with the one life you have.

Who should read this book?

This book is written for pre-retirees that want to do better financially. It will resonate for people that are looking for budgeting, investment, tax, and insurance strategies that can make a big impact on their financial life.

What are you working on now?

Blogging, creating a four-part video series called: Next Level Diversification and early stages of the next book that will be focused on 50+ people that are trying to figure out what the next chapter in life.

What is your writing Kryptonite?

Sunny, warm days when I usually go golfing rather than write. I can’t get myself to sit still and think about writing.

How do you deal with writer’s block?

I search for news stories that interest me or if something is going on in my life or someone else’s that I feel compels me to share my thoughts.

What does your writing space look like?

What are your top three favorite books of all time?

The Bible

Seven Habits of Highly Effective People-Steven Covey

The 4 Hour Work Week – Tim Ferris

Where can people find you?

I have two businesses: Fortune Financial Group, Inc. is my 20+-year-old Financial Advisory Business

I just launched We believe everyone deserves a financial plan and are making that possible by offering:


Twitter: @bhrosley

Beyond Money book on Amazon

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