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{ "item_title" : "The Wealth Management Experience", "item_author" : [" Jim Hatton "], "item_description" : "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", "item_img_path" : "https://covers1.booksamillion.com/covers/bam/1/48/082/364/1480823643_b.jpg", "price_data" : { "retail_price" : "33.95", "online_price" : "33.95", "our_price" : "33.95", "club_price" : "33.95", "savings_pct" : "0", "savings_amt" : "0.00", "club_savings_pct" : "0", "club_savings_amt" : "0.00", "discount_pct" : "10", "store_price" : "" } }
The Wealth Management Experience|Jim Hatton

The Wealth Management Experience : The Peace Of Mind That Comes When Your Financial Roots Are Strong

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Overview

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

This item is Non-Returnable

Details

  • ISBN-13: 9781480823648
  • ISBN-10: 1480823643
  • Publisher: Archway Publishing
  • Publish Date: February 2016
  • Dimensions: 8.5 x 5.5 x 0.69 inches
  • Shipping Weight: 0.94 pounds
  • Page Count: 228

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