Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors

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9781119069126: Planning a Successful Future: Managing to Be Wealthy for Individuals and Their Advisors

A deeply insightful guide to goal-based financial planning and wealth management

Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You'll learn how to identify and prioritize your goals, and why they're important—and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You'll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action.

The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth.

  • Create a realistic and goal-based financial plan
  • Take a more proactive approach to your finances
  • Identify your goals and how to achieve them
  • Allocate investments appropriately for your situation

Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future.

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From the Inside Flap:

Early in his career as a financial advisor, John Sestina recognized a conflict between charging his clients fees and accepting commissions from product sales. In whose interest was he advising? Five decades later, John is still considered the father of fee-only financial planning. Now, he continues to offer investors the best nonbiased guidance in Planning a Successful Future, a proactive guide to taking care of yourself and your family without leaving it to chance.

Before you put money into the market or bonds, or with an advisor, you need to understand what you have, what you want, and your goals along the way. This is your opportunity to work with John and his talented team to develop your own sustainable financial plan based on your realistic goals. Interactive chapters direct you through every step of organizing and strategizing your future wealth, including the most convenient system to organize your data, defining future plans and goals, and insuring the long-term welfare of your family. Everything inside is immediately usable in the real world because it is fully up to date with the most recent changes in the financial planning industry, particularly related to risk management, allocation, tax reduction, and estate planning. It enables you to put your plan into practice with guidance on choosing and working with an advisor, as well as focused investing advice for women, business owners, and physicians. With this book and a calculator, you can determine:

  • What your current retirement savings will be worth when you retire and how much you still need to save each year to be financially independent
  • How much your child's education could cost and how to coordinate income tax and gift tax considerations into a successful education plan
  • Which investments fit your level of risk, while at the same time reducing it, and still beating inflation every year—after taxes

With Planning a Successful Future, you can have peace of mind that your goals are well funded.

From the Back Cover:

FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING—THE ACTION GUIDE TO FINANCIAL SECURITY

Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their lives.

Financial planning is a complex practice with many variables to analyze and unpredictable forces that can derail the best-laid plans in a matter of hours. A successful financial strategy starts with unbiased, customer-focused advice like the kind you'll get inside from legendary advisor John Sestina, who has profited solely with his clients' fees for fifty years. Expert guidance, illustrative examples of covered concepts working in the real world, and simplifying worksheets put a secure financial future within reach by showing you how to:

  • Identify your goals and achieve them
  • Create a realistic and goal-based financial plan
  • Take an informed, proactive approach to your finances
  • Allocate investments to fully achieve your goals

Start making the best decisions for your financial future now with Planning a Successful Future.

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Book Description John Wiley Sons Inc, United States, 2016. Hardback. Book Condition: New. Language: English . Brand New Book. A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You ll learn how to identify and prioritize your goals, and why they re important and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You ll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. * Create a realistic and goal-based financial plan * Take a more proactive approach to your finances * Identify your goals and how to achieve them * Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future. Bookseller Inventory # AAH9781119069126

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Book Description John Wiley Sons Inc, United States, 2016. Hardback. Book Condition: New. Language: English . Brand New Book. A deeply insightful guide to goal-based financial planning and wealth management Planning a Successful Future empowers advisors and clients to take control of their money and manage their income to achieve their financial goals. Written by the father of fee-only financial planning, this book features real-life stories and examples from over three decades in the industry to illustrate how financial planning works and the best way to create your strategy. You ll learn how to identify and prioritize your goals, and why they re important and how to get where you need to be for retirement, education, home ownership, and more. Practical exercises get you started on the right track, and useful checklists keep you organized and focused along the way. You ll get expert insight on risk management, allocation, tax reduction, estate planning, and more, as you develop your strategy and put it into action. The financial services industry undergoes frequent changes, and financial planning specifically is affected to a high degree. Keeping up with the latest news and distinguishing trend from legitimate methodology can itself be a fulltime job. This book gives you the background you need to create a plan, and make the smart choices that will help you grow and protect your wealth. * Create a realistic and goal-based financial plan * Take a more proactive approach to your finances * Identify your goals and how to achieve them * Allocate investments appropriately for your situation Financial planning is complex, with many variables to analyze and outside forces that can derail even the best laid plans. Planning a Successful Future gives you the information, tools, strategies, and insight you need to make the best decisions for your financial future. Bookseller Inventory # AAH9781119069126

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