It's Your Wealth-Keep It - Smallwood, John L
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Financial planning deals with goals to get ahead. Wealth management is about building a legacy. At the core is you and your beliefs, interests, and goals. In It's Your Wealth-Keep It: The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth, John Smallwood shares how any financial advice should include a grand-scheme view of wealth management. That comes from talking through your circumstances with a qualified advisor, devising a strategy, building a plan, and keeping that plan current and ever-evolving-just like your life. The five-component Wealth Curve management…mehr

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Produktbeschreibung
Financial planning deals with goals to get ahead. Wealth management is about building a legacy. At the core is you and your beliefs, interests, and goals. In It's Your Wealth-Keep It: The Definitive Guide to Growing, Protecting, Enjoying, and Passing On Your Wealth, John Smallwood shares how any financial advice should include a grand-scheme view of wealth management. That comes from talking through your circumstances with a qualified advisor, devising a strategy, building a plan, and keeping that plan current and ever-evolving-just like your life. The five-component Wealth Curve management process-which includes the Wealth Curve Conversation, Wealth Curve Pressure Identifier, Wealth Curve Blueprint, Wealth Curve Scorecard, and Wealth Curve Simulation-can show you where you are now and what you can do to improve your retirement numbers.
Autorenporträt
JOHN L. SMALLWOOD is president of Smallwood Wealth Management and affiliated companies. A Certified Financial Planner, John provides investment consulting and financial plan design using a macro view of wealth creation and preservation to maximize the efficiency of every dollar. Through the Wealth Curve process that John created, he helps reposition assets to reduce taxes, risk, and fees and costs; increase savings rate and retirement income; put more benefits and protection around your wealth; and pass more money on to your family. John is the recipient of the Five Star Wealth Manager Award and author of 5 Ways Your Wealth Is Under Attack.