Financial Stability For Life: A Smart, Compassionate Approach to Making The Most Of Your Money

by Daniel E. Butler CFP

Overview

Distribute Your Wealth for a Lifetime
If you were to retire today, could you live comfortably? More importantly, could you sustain that lifestyle over a thirty to thirty-five year period? Certified Financial Planner™ Dan Butler is your resource for reaching a secure and fulfilling retirement with his unique approach that focuses not on how much money there is but rather how that money is guarded. He does this by playing defense with your assets—achieving wins by not losing. In FINANCIAL STABILITY FOR LIFE, Dan provides the retiree with an understanding of: • how a mutually respectful, interactive relationship with the financial advisor can dramatically assist a successful retirement • how to interpret and set expectations of various business cycles and historical market data to better understand their respective relationships to account performance • how the conservative to moderate investment portfolio can provide the client with necessary performance and cash flow to fund a successful retirement

Product Details

ISBN-13:	9781599326955
Publisher:	Advantage Media Group, Inc.
Publication date:	08/04/2016
Pages:	128
Product dimensions:	5.90(w) x 8.80(h) x 0.40(d)

About the Author

DAN BUTLER, CFP®, has been in the securities industry for over twenty-six years and an advisor with Raymond James Financial Services since 1994, where he is currently a Leader’s Council Member. He specializes in long-term financial planning to corporate executives, professionals, and their families. Dan resides in West Chester, Pennsylvania, where he volunteers in various capacities.

Table of Contents

Acknowledgments Introduction Entering New Territory What’s It All About? You’re in Charge Now A Foundation of Trust Risks at Every Turn Managing the Taxes In Sickness and Health Winning by Not Losing Handling Your Estate Conclusion About the Author