The Pillars of Planning: An Essential Guide to Help Grow and Protect Your Wealth - Softcover

Kinser, Ryan; Oley, Brett

 
9781630733131: The Pillars of Planning: An Essential Guide to Help Grow and Protect Your Wealth
Softcover
ISBN 10: 163073313X ISBN 13: 9781630733131
Publisher: FL Publishers, 2020

Synopsis

The Pillars of Planning is an easy-to-read book that helps arm you with the valuable tools to successfully navigate the world of financial planning and investing. Authors Ryan Kinser and Brett Oley provide front-line insights from their extensive history in the wealth management profession - working tirelessly with families, business owners, and retirees to deliver customized and life-impacting solutions to meet their needs. The subjects covered within condense and simplify the often-complicated topics of the industry - asset classes, life insurance, taxes, debt, and estate planning, among others. Moreover, thoughtful advice is provided on how to curate an exceptional financial team and pursue a winning investment recipe. We look forward to providing you, as our reader, with the value-added knowledge and financial pillars of planning that we have shared with so many others.

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About the Authors

Ryan Kinser spent a majority of his early years living in Stuart, Florida, and also had the unique opportunity to live for about five years on the beautiful, sunny island of Sint Maarten/St. Martin. In 2009, Ryan graduated from the University of Central Florida with a Bachelor of Science degree, double majoring in both Economics and Finance. Ryan then went on to earn a Master's in Business Administration from the University of Florida and also completed financial planning courses at Florida State University. In 2018, Ryan co-founded Oley Kinser Concierge Wealth, LLC, with his longtime friend and colleague from business school, Brett Oley.

Brett Oley grew up in Vermilion, Ohio, a small town located on the southern shore of Lake Erie. He graduated with a Bachelor's degree with a double major in Finance and Management from Georgetown University in 2004 and an MBA from the University of Florida at Gainesville in 2013. Brett has made a career as a financial advisor since 2006 with a major brokerage house. In 2018, Brett and his longtime friend Ryan Kinser started an independent practice, Oley Kinser Concierge Wealth, LLC.

"About this title" may belong to another edition of this title.

Publisher
FL Publishers
Publication date
2020
Language
English
ISBN 10 
163073313X
ISBN 13 
9781630733131
Binding
Paperback
Number of pages
166