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
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
The Wealth Management Experience: The Peace of Mind That Comes When Your Financial Roots Are Strong
228
The Wealth Management Experience: The Peace of Mind That Comes When Your Financial Roots Are Strong
228
Product Details
| ISBN-13: | 9781480823655 |
|---|---|
| Publisher: | Archway Publishing |
| Publication date: | 02/02/2016 |
| Sold by: | Barnes & Noble |
| Format: | eBook |
| Pages: | 228 |
| File size: | 4 MB |