Inside the Minds: Wealth Strategies for Executives is an authoritative, insider's perspective on what executives should expect when constructing a comprehensive financial plan to meet their unique professional needs and timeline. Featuring Presidents and CEOs, all representing some of the nation's premiere financial planning firms, this book provides a broad, yet comprehensive overview of how to customize a plan that fits the needs of various executives. Mapping out the unique career path that executives may embark on and the high levels of training they undergo, authors articulate the finer points around how to design a financial plan that fits this model in a thoroughly satisfying read - from beginning to end. Planners discuss how to establish a realistic grounding for top professionals and offer up their thoughts on the best investment vehicles to implement. The breadth of perspectives presented enable readers to get inside some of the great minds of the financial planning industry, as experts offer a candid and unprecedented glimpse of the entire process, from the very first meeting to the day an executive can retire with ease. This book is by: Craig Evans Carnick, Carnick & Company - HELPING INDIVIDUALS ACHIEVE A LIFETIME OF PEACE THROUGH PERSONAL SUCCESS Brent R. Brodeski, Thomas A. Muldowney, Richard A. Bennett; Savant Capital Management - THE RIGHT APPROACH: FINDING THE BEST STRATEGY FOR YOU Howard Safer, Mindy Hirt, Frank Hosse; Regions Morgan Keegan - REACHING THE GOAL LINE: A GUIDE FOR RETIRED EXECUTIVES AND THEIR HEIRS Neil Waxman, Capital Advisors, Ltd. - WEALTH MANAGEMENT FOR HIGH NET WORTH CLIENTS: WHAT THEY WANT, HOW THEY WANT IT, HOW THEY WANT TO PAY FOR IT Alan Goldfarb, Weaver & Tidwell Financial Advisors - GAINING WEALTH SAFELY Michael J. Searcy, Searcy Financial Services Inc. - DEVELOPING A PLAN THAT FOCUSES ON YOUR VISION T. Craig Lewis III, Lewis Financial Group - FOCUS ON YOUR VALUES, NOT THE VALUE OF YOUR TOYS Diahann Lassus, Lassus Wherley - START YOUR ENGINE: WEALTH MANAGEMENT 101 Patricia Raskob, Raskob Kambourian Financial Advisors Ltd. - FINANCIAL PLANNING IS MORE THAN MONEY Thomas J. McFarland & Jarod J. Bloom, The Darrow Company, Inc. - THE Darrow-CFO™ ADVANTAGE: A TOTAL WEALTH MANAGEMENT SOLUTION Victoria Collins & Thomas O’Connor, The Keller Group Investment Management - WEALTH PLANNING FROM A TO Z Jerry Foster, The Foster Group - LIFEWEALTH: ACHIEVING TRUE PERSONAL WEALTH Kathleen Cotton & Therese Govern, Cotton Financial Advisors - FINANCIAL PLANNING FOR WEALTH MANAGEMENT John E. Sestina, John E. Sestina & Company - PERSONAL FINANCIAL MANAGEMENT: IT TAKES A COMPREHENSIVE APPROACH |
