Title: Developing Financial Intelligence: Taking the assets you already have, and making them financially efficient
Publisher: AuthorHouse
Publication Date: 2006
Language: English
ISBN 10: 142592350X
ISBN 13: 9781425923501
Binding: Soft cover
Condition: New

About this title

Synopsis

Developing Financial Intelligence Will teach you and your family: q How to implement modern portfolio theoryq Build effective wills and trusts for your familyq Create or expand your business model How to create an effective financial plan: -Utilizing the assets you already have-Creating Effective Income Plans-Offensive and Defensive Tax Reduction-Transforming Income into Wealth-Minimizing Estate Taxes "The kind of straight forward no fluff education you would expect of Creative Wealth Strategies" Paul Maxa President & CEO, Workman Securities "Brook teaches the same way he practices his craft Get ready for significant input" Tony Brozek President & CEO United Windows and Siding " Brook brings together a series of tools that everyone can use but very few have access to"Paul Wax President & CEO, Kinetic Solutions

About the Author

Planning for the intelligent accessing of income in retirement is the most important, yet sadly, the most underutilized discipline in the industry today"Brook Hansen, president: Creative Wealth Strategies Brook Hansen is a no-nonsense, highly knowledgeable, articulate and proven wealth creation strategist. Within the confines of his book, Brook unlocks and explains, in simplistic fashion and with specific pragmatic examples, the intrinsic elements of the Uniform Prudent Investor Act ( UPIA ) as a guideline for wealth creation and management for those who are willing to listen and learn. For years, the UPIA has been used by the wealthy and the ultra-wealthy to maximize wealth creation by strategically managing one's assets for both maximum growth and minimum tax burden. Brook's book clearly allows for a lay audience to take advantage of the same tactics used by the wealthy under the UPIA to achieve long-term wealth while legally minimizing the tax burdens that accompany sustained wealth creation. Charles N. BlitzerPresident and CEO, Barbeau Pharma, Inc.

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