What is the single most important indicator of wealth? Hint: It isn’t your assets, your bottom line, your bank account, or your list of valuables. In fact, a true definition of wealth extends far, far beyond the numbers. Unfortunately, most advisors ask the wrong questions, leaving their clients’ wealth unprotected and their plans incomplete. The Future of You redefines wealth and challenges the traditional approach to planning so that your financial and legacy plans embody your unique values.
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About the Author:
The Future of You redefines wealth and challenges the traditional approach to planning so that your financial and legacy plans embody your unique values. The collaboration of authors, who came together to share their wisdom, knowledge, and firsthand experience through this book make it truly unique. Representing both Canada and the United States, the authors are accomplished wealth managers, financial advisors, accountants, insurance professionals, lawyers, and investment managers. Together they bring more than 600 years of collective experience to the pages of this book. Though each has a different area of expertise, they share a common application of a process that allows readers to make confident, enthusiastic decisions.
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- PublisherLegacy Companies, The
- Publication date2012
- ISBN 10 098511620X
- ISBN 13 9780985116200
- BindingPaperback
- Number of pages152