The Wealth Management Experience PDF
By:Jim Hatton
Published on 2016-02-02 by Archway Publishing
Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world. Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to: evaluate the current state of your finances and set goals for the future; develop a target rate of return for your investment portfolio; create a portfolio of mixed assets to meet your objectives and match your risk tolerance; avoid missteps that can lead to underperformance; follow a process that adheres to a fiduciary standard of care; blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan; ensure all your advisers are working as a team on your behalf. “Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity.” Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016. If I could recommend one book every investor should read it would be “The Wealth Management Experience” by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind. Len Templeton, Founder and President, Templeton Financial Services
This Book was ranked at 20 by Google Books for keyword Finance Wealth Management Business Money.
Book ID of The Wealth Management Experience's Books is jL2GCwAAQBAJ, Book which was written byJim Hattonhave ETAG "qY5Umnc0pMo"
Book which was published by Archway Publishing since 2016-02-02 have ISBNs, ISBN 13 Code is 9781480823655 and ISBN 10 Code is 1480823651
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Book which have "228 Pages" is Printed at BOOK under CategoryBusiness and Economics
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