WAYNE VON BORSTEL, CFP® ChFC, MSFS, takes us on an eye-opening journey through the minefield of financial myths that prevent too many from reaching a fulfilling retirement. Based on a quarter century of experience as a financial coach and advisor to high net worth investors, the author goes beyond merely warning about the perils of financial myths. He provides alternative strategies based on a foundation of core truths that cut through the ubiquitous financial propaganda generated by product marketers and their media cohorts.
Von Borstel then continues the educational voyage, guiding us through the accumulation, transition and retirement phases of our financial life, explaining how core truths clarify and keep us aligned with our financial objectives. The principles outlined in the Estate Planning chapter can serve as a road map for avoiding the common mistakes that foster everything from family disputes to more tragic consequences.
The book is resplendent with case studies based on the author s real-life experiences, both rewarding and disappointing. While some readers may find the author's candor discomforting, von Borstel states, "I have never attended a funeral where people talked about the investment returns of the deceased. However, I have heard many funeral conversations asking why the deceased didn't have a will, life insurance, proper documents, or why they didn't put more aside for the family left behind. Planning is about people, pure and simple."
Finally, von Borstel gives us a rare glimpse into the mind and heart of a financial professional dedicated to helping clients find serenity and purpose in life while creating a memorable legacy.
WAYNE VON BORSTEL, CFP® ChFC, MSFS, is the president and founder of von Borstel & Associates, Inc., a registered investment advisor company based in Portland, Oregon. The firm serves clients throughout the country from office locations in Portland, The Dalles and Redmond, Oregon.
Wayne has authored feature articles published in numerous national media, including The Journal of Practical Estate Planning, Advisor Today, The Journal of Retirement Planning and Financial Advisor Magazine. He also teaches financial planning courses at colleges, continuing education centers and businesses.
For over a quarter century, Wayne has served affluent individuals and families, professionals and business executives, helping his clients gain a clearer understanding of their financial circumstances so they can prudently preserve and grow their assets. Wayne's independent wealth coaching helps clients minimize stress, find purpose in their lives and leave a worthy legacy.
Wayne and his wife, Marta, reside in The Dalles, Oregon. For leisure, Wayne enjoys spending time with his family, working in the yard and traveling, often to Marta's birthplace in Chile.
