Landing a Smooth Retirement - Ullmann CDFA®, Glenn
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Landing a Smooth Retirement turns conventional wisdom upside down by challenging currently accepted perceptions of how people attain financial independence. This book proves that the path to financial success is bound by four basic principles. Whether you are a sophisticated investor, a highly paid executive or an employee at a retail store, this ground-breaking work will reduce your financial stress by steering you towards traveled paths of success. Creating wealth and maintaining affluence requires changing some basic thinking about investing, taxes, the cost of advice, media, risk, and your…mehr

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Produktbeschreibung
Landing a Smooth Retirement turns conventional wisdom upside down by challenging currently accepted perceptions of how people attain financial independence. This book proves that the path to financial success is bound by four basic principles. Whether you are a sophisticated investor, a highly paid executive or an employee at a retail store, this ground-breaking work will reduce your financial stress by steering you towards traveled paths of success. Creating wealth and maintaining affluence requires changing some basic thinking about investing, taxes, the cost of advice, media, risk, and your control of the process. The real-life stories and simple examples in this book will open doors to a new financial prosperity.
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Autorenporträt
Glenn Ullmann is President of Ullmann Wealth Partners, a wealth management firm with a long history of helping clients achieve financial freedom. Since forming the firm in 2002, Glenn and his team have utilized a customized, goals-based approach incorporating investment management, advanced planning and relationship management to adapt to life changes, reduce financial stress and celebrate progress. A graduate of the US Air Force Academy and a recipient of a MA from the University of Oklahoma, Mr. Ullmann has lectured throughout the country on the need for discipline, simplicity, optimism and professional advice for investors and professionals alike. As an Air Force pilot and commander, he began informally counseling civilians and military personnel on financial issues more than thirty-five years ago. He and his team advise and aid in the management of over a half billion dollars in client assets. He is the proud father of three adult children and two adult bonus children and lives in Ponte Vedra Beach, Florida with his wife, Lisa.