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Book Image Not Available
Book details
  • Genre:BUSINESS & ECONOMICS
  • SubGenre:Personal Finance / Money Management
  • Language:English
  • Pages:176
  • eBook ISBN:9781942451051

Purposeful Wealth Management

by Tom Warburton

Book Image Not Available
Overview
What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldn't it be great if someone could explain to us - in plain and simple English - the basics we must know to implement purposeful wealth management? At last, here's good news. Written for every person that wants to "make work optional and maintain that status," Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management - investments, taxation, estate planning, insurance, and charitable intent. Purposeful Wealth Management is the one and only book you'll need to have a successful wealth management experience.
Description
What if there were a way to think purposefully about the major wealth management decisions each of us must make? Wouldn't it be great if someone could explain to us - in plain and simple English - the basics we must know to implement purposeful wealth management? At last, here's good news. Written for every person that wants to "make work optional and maintain that status," Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management - investments, taxation, estate planning, insurance, and charitable intent. Purposeful Wealth Management is the one and only book you'll need to have a successful wealth management experience.
About the author
Tom Warburton is the founder of Warburton Capital Management, a firm dedicated to helping their clients “make work optional and maintain that status.” Tom and his team of expert advisors help successful business owners, corporate executives and professionals to achieve their wealth management goals in a prudent, well-reasoned, disciplined and systematic manner. A frequently published and quoted wealth management advisor, Tom is a lifelong entrepreneur with a history of happy family life, enterprise success, civic contributions and athletic achievements. Prior to founding Warburton Capital Management, Tom served in a variety of trust and private banking roles for the Citizens National Bank of Waukegan, the First National Bank of Chicago, the Bank of Oklahoma and JPMorgan. Tom graduated from Indiana University with a BA in comparative religious studies.
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