Richard P. Rojeck

Wealth (eBook, PDF)

The Ultra-High Net Worth Guide to Growing and Protecting Assets

• Format: PDF

Produktbeschreibung

Written by a Certified Financial Planner professional with more than 30 years of experience serving individuals with estates of $25 million and more Presents strategies in a comprehensive, values-based financial planning process for ultra-high net worth individuals

Covers estate planning, business succession, asset protection, investment management, and income tax planning, among other areas

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Produktdetails

• Verlag: Springer International Publishing
• Seitenzahl: 131
• Erscheinungstermin: 6. August 2019
• Englisch
• ISBN-13: 9783030244972
• Artikelnr.: 57534043

Autorenporträt

Richard P. Rojeck specializes in helping business owners, senior executives, and other high net worth individuals enjoy their wealth today while growing and protecting it for tomorrow. He has earned the CERTIFIED FINANCIAL PLANNER(TM) professional certification and the Accredited Investment Fiduciary designation. He has over 30 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate and business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the accumulation and preservation of wealth for themselves, their families, and their charitable causes.

Prior to beginning his financial planning practice, Rich served for six years as a commissioned Naval officer. He served on the national board of the International Association for Financial Planning. As its chairman, he was instrumental in a merger, leading to the creation of the Financial Planning Association, today the profession's largest. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNER(TM) professionals. He served as its chairman in 2015. From 2004 to 2016, he was a Managing Director with Lincoln Financial Advisors, the broker-dealer with which he is affiliated. Rich holds a Bachelor's Degree in business administration from Oregon State University and an MBA in finance from San Diego State University.

Inhaltsangabe

1. Wealth.- 2. Your Legacy.- 3. Family Governance.- 4. Estate Tax Planning.- 5. Charitable Planning.- 6. Business Succession.- 7. Asset Protection Planning.- 8. Life Insurance.- 9. Investment Fundamentals.- 10. Principles of Portfolio Management.- 11. Income Tax Planning.- 12. Selecting a Financial Planner.- 13. Tying It All Together.