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9780692624838: 2016 Strategies for Maximizing Your Money

Synopsis

Pete Benson and Jon Maxson are Financial Advisors at Beacon Capital Management, the firm they started 15 years ago. Beacon is a full-service Wealth Management firm based in Cool Springs area of middle Tennessee and serves clients within about a two hour radius of that office. Though Beacon works with clients of ALL ages, the vast majority of their clients fall within the age 50-70 range. What Pete and Jon have found is that for that age group, they are more concerned about protecting their money and getting a reasonable rate of return than they are about aggressively growing their investment nest egg. In this book they share ideas and strategies on building a custom retirement roadmap, reducing fees and taxes where possible, investing with a bias towards income, and much, much more. If these are important financial topics for you, the book you are holding in your hand will be extremely helpful to assist and guide you in ‘maximizing your money’ in 2016.

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Présentation de l'éditeur

Pete Benson and Jon Maxson are Financial Advisors at Beacon Capital Management, the firm they started 15 years ago. Beacon is a full-service Wealth Management firm based in Cool Springs area of middle Tennessee and serves clients within about a two hour radius of that office. Though Beacon works with clients of ALL ages, the vast majority of their clients fall within the age 50-70 range. What Pete and Jon have found is that for that age group, they are more concerned about protecting their money and getting a reasonable rate of return than they are about aggressively growing their investment nest egg. In this book they share ideas and strategies on building a custom retirement roadmap, reducing fees and taxes where possible, investing with a bias towards income, and much, much more. If these are important financial topics for you, the book you are holding in your hand will be extremely helpful to assist and guide you in ‘maximizing your money’ in 2016.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

  • ÉditeurBeacon Capital Management
  • Date d'édition2016
  • ISBN 10 069262483X
  • ISBN 13 9780692624838
  • ReliureBroché
  • Langueanglais
  • Nombre de pages54
  • Coordonnées du fabricantnon disponible

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Jon Maxson
Edité par Beacon Capital Management, 2016
ISBN 10 : 069262483X ISBN 13 : 9780692624838
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ISBN 10 : 069262483X ISBN 13 : 9780692624838
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Taschenbuch. Etat : Neu. Neuware - Pete Benson and Jon Maxson are Financial Advisors at Beacon Capital Management, the firm they started 15 years ago. Beacon is a full-service Wealth Management firm based in Cool Springs area of middle Tennessee and serves clients within about a two hour radius of that office. Though Beacon works with clients of ALL ages, the vast majority of their clients fall within the age 50-70 range. What Pete and Jon have found is that for that age group, they are more concerned about protecting their money and getting a reasonable rate of return than they are about aggressively growing their investment nest egg. In this book they share ideas and strategies on building a custom retirement roadmap, reducing fees and taxes where possible, investing with a bias towards income, and much, much more. If these are important financial topics for you, the book you are holding in your hand will be extremely helpful to assist and guide you in 'maximizing your money' in 2016. N° de réf. du vendeur 9780692624838

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Benson, Pete; Maxson, Jon
Edité par Beacon Capital Management, 2016
ISBN 10 : 069262483X ISBN 13 : 9780692624838
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