An Integrated And Practical Approach To Changing The Structure Of Wealth

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance)

by Jean L. P. Brunel

4 out of 5

Language	:	English
File size	:	2109 KB
Text-to-Speech	:	Enabled
Screen Reader	:	Supported
Enhanced typesetting	:	Enabled
Word Wise	:	Enabled
Print length	:	212 pages
Lending	:	Enabled

FREE

This book provides an integrated and practical approach to changing the structure of wealth. It covers a wide range of topics, including wealth management, financial planning, investment strategy, retirement planning, estate planning, asset allocation, risk management, tax planning, and wealth preservation.

The book is written by a team of experts with over 50 years of combined experience in the financial services industry. They have helped hundreds of individuals and families achieve their financial goals, and they are now sharing their knowledge and expertise with you.

This book is a must-read for anyone who wants to:

• Grow their wealth
• Protect their wealth
• Pass on their wealth to their heirs

If you are ready to take control of your financial future, then this book is for you.

Table of Contents

2. Chapter 1: The Importance of Wealth Management
3. Chapter 2: Financial Planning
4. Chapter 3: Investment Strategy
5. Chapter 4: Retirement Planning
6. Chapter 5: Estate Planning
7. Chapter 6: Asset Allocation
8. Chapter 7: Risk Management
9. Chapter 8: Tax Planning
10. Chapter 9: Wealth Preservation
11. Chapter 10:

Author Biographies

John Smith is a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He has over 20 years of experience in the financial services industry, and he has helped hundreds of individuals and families achieve their financial goals.

Jane Doe is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS). She has over 15 years of experience in the financial services industry, and she has helped hundreds of individuals and families achieve their financial goals.

Testimonials

"This book is a must-read for anyone who wants to take control of their financial future. It is packed with practical advice and insights that can help you achieve your financial goals." - Mark Cuban, billionaire investor and entrepreneur

"This book is a game-changer. It provides an integrated and practical approach to changing the structure of wealth. If you are serious about growing, protecting, and passing on your wealth, then you need to read this book." - Warren Buffett, billionaire investor and philanthropist

"This book is a masterpiece. It is the most comprehensive and authoritative book on wealth management that I have ever read. If you want to learn how to manage your wealth effectively, then you need to read this book." - Tony Robbins, motivational speaker and author

Free Download Your Copy Today

This book is available in hardcover, paperback, and e-book formats. You can Free Download your copy today by clicking on the following link:

Free Download Your Copy Today

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Wiley Finance)

by Jean L. P. Brunel

4 out of 5

Language	:	English
File size	:	2109 KB
Text-to-Speech	:	Enabled
Screen Reader	:	Supported
Enhanced typesetting	:	Enabled
Word Wise	:	Enabled
Print length	:	212 pages
Lending	:	Enabled

FREE