Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management

Financial Independence (Getting to Point X): An Advisor's Guide to Comprehensive Wealth Management


Discover the 10 key concerns to reaching your monetary ambitions and the way to take advantage of them to achieve your dream of economic independence

From saving to buy a primary motor vehicle, to placing teenagers via collage to making plans for retirement, to conserving your property in your family, our monetary pursuits swap from one level of existence to the subsequent. whereas these targets and the demanding situations we are facing achieve them may perhaps vary, them all have sure issues in universal. Saving, budgeting, handling debt, minimizing taxes and dwelling least expensive. those are a number of the 10 Key Wealth administration matters which come into play (to various levels) while operating towards particular monetary targets. yet there is one aim for which good fortune will depend on all ten keys coming jointly in ideal concord: monetary independence, sometimes called "Point X." irrespective of the way you outline it—whether it is a retirement source of revenue of $25,000 a yr, or an property worthy $250 million—your destiny monetary independence calls for that you just deal successfully with all ten key concerns. And now this booklet indicates you the way to get it performed, besides the counsel of a depended on advisor.

  • Supplies you with a whole roadmap for arriving at "Point X," monetary independence with key milestones and significant twists and turns in actual fact defined
  • Identifies the ten key wealth administration concerns and gives worthwhile recommendation and tips on negotiating every one in your highway to monetary independence
  • Provides you with either good fortune and failure tales so that you can study from others' actual lifestyles experiences
  • Provides you with tax making plans evidence and techniques in the wealth administration matters that would make it easier to reduce your most important rate and even as maximize your rate reductions at the highway in your "Point X"

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