Purposeful Wealth Management - Warburton, Tom
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What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldn't it be great if someone could explain to us - in plain and simple English - the basics we must know to implement purposeful wealth management? At last, here's good news. Written for every person that wants to "make work optional and maintain that status," Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management -…mehr

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Produktbeschreibung
What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldn't it be great if someone could explain to us - in plain and simple English - the basics we must know to implement purposeful wealth management? At last, here's good news. Written for every person that wants to "make work optional and maintain that status," Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management - investments, taxation, estate planning, insurance, and charitable intent. Purposeful Wealth Management is the one and only book you'll need to have a successful wealth management experience.
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Autorenporträt
Tom Warburton is the founder of Warburton Capital Management, a firm dedicated to helping its clients "Make work optional and maintain that status." Tom and his team of expert advisors assist successful business owners, corporate executives, and professionals to purposefully implement their wealth management intentions in a disciplined and systematic manner. A frequently published and quoted wealth management advisor, Tom is a lifelong entrepreneur with a history of happy family life, civic contributions and athletic achievements. Tom served in a variety of trust and private banking roles for the Citizens National Bank of Waukegan, the First National Bank of Chicago, the Bank of Oklahoma, and JPMorgan before founding Warburton Capital Management. He graduated from Indiana University with a BA in comparative religious studies.