San Diego Expert Demystifies Financial Planning and Insurance for Americans in New Book

Wealth By Design gives readers practical solutions and tangible steps to build a strong financial future

SAN DIEGO--()--Millions of Americans are unsure about how best to plan for the future. Wealth By Design, a new book from financial and insurance expert Elisabeth Dawson, addresses this issue and works to close the financial literacy gap so many struggle with today. Now available for purchase on Amazon, this easy to follow and educational book takes readers through a step-by-step process from realizing their ideal retirement to the best way to achieve it.

“We live in a world where financial literacy is an issue for so many people”

“We live in a world where financial literacy is an issue for so many people,” says Mike Steranka, Author and Retirement Specialist. “With this book, Elisabeth outlines the steps every American should take to make their money work for them. Wealth By Design is a must-read for anyone who is ready to take control of their financial future!”

Wealth By Design is the first book from industry expert Elisabeth Dawson. Compiling nearly 20 years of experience, the book emphasizes that no one size fits all approach exists when it comes to planning for the future. Focusing on individual goals, it educates readers and takes them through the same proven process Elisabeth has used with countless clients.

“Elisabeth is a premier finance industry expert. Operating at the top level, year in and year out, has led her to develop a process that offers real solutions for the ‘retirement income epidemic’ facing Americans today,” says Brian Gengler, President of First Income Advisors. “I recommend this book to anyone looking to plan for retirement or who is currently retired.”

To order your copy of Wealth By Design for Kindle click here. To order in paperback click here.

About Elisabeth Dawson

Elisabeth Dawson is the author of Wealth By Design, and founder of Copia Wealth Management & Insurance Services, a San Diego based organization that provides financial and insurance advising services. For almost 20 years she has worked with entrepreneurs, small businesses, individuals, couples, and families, including multi-generational legacy families. Elisabeth’s financial areas of expertise include insurance, various investment and retirement distribution strategies, income protection, tax mitigation strategies, and wealth accumulation strategies.

To learn more about Elisabeth Dawson and her work visit


Copia Wealth Management & Insurance Services
Jennifer Miller