"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is never an easy one.. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security ...
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"Practical insights that will help financial planners and investors work better together. The best investment advice and portfolio strategies are a function of the advisor knowing what to say, as well as a private investor's receptiveness to the message. But the conversation between planner and investor is never an easy one.. How to Build Wealth Zones seeks to bridge this gap by proposing a more intuitive approach to understanding how to structure investment portfolios to achieve better long-term financial security objectives. Along the way, author Timothy Noonan outlines a step-by-step approach to building personal pension plans using asset-liability matching strategies and other institutional investing approaches that defined benefit plans have historically used.. Makes complex financial concepts intuitively simple for financial planners and investors. Introduces "wealth zones" as a more natural way for advisors and clients to converse. Proposes architecture for building investment portfolios that can meet long-term lifestyle and retirement wealth objectives. Helps eliminate the disconnect between financial planners and investors, so that realistic goals can be set and achieved. The concept of "wealth zones" and matching investment portfolios to meet an investor's objectives makes sense. This book will show you how to put this approach to work and make the best financial decisions possible.. "--
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Add this copy of Someday Rich: Planning for Sustainable Tomorrows Today to cart. $3.75, good condition, Sold by Goodwill Books rated 5.0 out of 5 stars, ships from Hillsboro, OR, UNITED STATES, published 2011 by Wiley.
Add this copy of Someday Rich to cart. $4.14, very good condition, Sold by ThriftBooks-Reno rated 5.0 out of 5 stars, ships from Reno, NV, UNITED STATES, published 2011 by John Wiley & Sons.
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Book is in good condition and may contain underlining or highlighting and minimal wear. The book can also include library labels. May not contain miscellaneous items toys dvds etc. We offer 100% money back guarantee and fast customer support.
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Add this copy of Someday Rich: Planning for Sustainable Tomorrows Today to cart. $5.00, good condition, Sold by HPB-Red rated 5.0 out of 5 stars, ships from Dallas, TX, UNITED STATES, published 2011 by Wiley.
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Fine. Sewn binding. Cloth over boards. With dust jacket. 320 p. Contains: Tables, black & white, Figures. Wiley Finance, 634. In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
