The Wealth Solution

by Steven Atkinson, Joni Clark, Alex Potts

Chances are you re finding it more challenging than ever these days to understand and manage your increasingly complex financial life. But the sooner you determine where you are now and where you want to be in the future, the sooner you can set out to build a plan that tackles the major issues that impact your life. The Wealth Solution will show you how Key Investment Challenges, Demystify the Investment Planning Process, Create a Total Investor Profile, Select a True Wealth Manager or Be Your Own. Whether you re well on your way, or just beginning to think about organizing and optimizing your financial life, The Wealth Solution provides clear, comprehensive advice and guidance, specifically tailored to the unique needs of today s investors.

Hardcover

Published June 10, 2013