Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.
Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:
- evaluate the current state of your finances and set goals for the future;
- develop a target rate of return for your investment portfolio;
- create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
- avoid missteps that can lead to underperformance;
- follow a process that adheres to a fiduciary standard of care;
- blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;
- ensure all your advisers are working as a team on your behalf.
“Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option, not a necessity.” Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016. If I could recommend one book every investor should read it would be “The Wealth Management Experience” by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind. Len Templeton, Founder and President, Templeton Financial Services