Financial Point Man's Success Strategies: Volume 4 - Estate Planning - Couverture souple

Cantrell CPA/PF, William H

Couverture souple

ISBN 10 : 1482508230 ISBN 13 : 9781482508239

Editeur : CreateSpace Independent Publishing Platform, 2013

Synopsis

William H. Cantrell is a multi-credentialed financial professional combining extensive tax expertise with comprehensive financial planning. Bill’s passion is helping people to discover their unique path to financial success. Through active listening, analyzing and advising, Bill plays the role of “Financial Point Man” to his clients. As principal of Cantrell Financial Strategies, Bill has found that people share three common goals: to Create, Protect, and Transfer Wealth how, when and to whom they choose. Volume 4 – Estate Planning, of his Financial Point Man’s Success Strategies series, removes the mystery and complexity surrounding estate planning with a clear, step-by-step process to ensure your legacy is protected. Whether you consider yourself “wealthy” or not, everyone will benefit by having an estate plan. Learn how to: • Hire the Right Advisors • Fact Gather – with easy to use forms and worksheets • Define Your Goals – the 14 most important questions you need to ask and answer • Analyze Facts – think through the outcomes • Finalize Your Plan – a detailed look at the instruments (Trusts, Wills, Insurance, etc.) • Make the Money Work – tips for the surviving spouse

A propos du livre

À propos de l'auteur

Bill Cantrell is a financial coach with over thirty years in the financial services industry. As a Registered Investment Advisor he specializes in providing a full range of planning and coaching services that are tailored to each individual’s specific needs. He won’t just manage your investments, he won’t just give you the best insurance options, and he won’t just help you avoid paying more taxes than you should. Bill does all of that and more. Everything in fact that’s needed to ensure you reach your goals. Bill is a CFP® (Certified Financial Planner) and CLU (Chartered Life Underwritter). A graduate of Purdue University, Bill spent many years in the banking industry before realizing his true passion of helping others achieve financial success. Prior to opening Cantrell Financial Strategies, Bill worked for and learned from the experts at American Express Financial Advisors; Findlay, Davies & Co.; Hantz Financial Services; and CBIZ Tax and Advisory Services. He also owned and operated a Home Instead Senior Care franchise that provided unique insights into the special financial needs and situations of seniors and their families. Bill makes his home in Scottsdale, AZ with his wife Caren and their dogs Daisy and Baxter. They have 5 children. Bill enjoys playing golf, spending time with his family and traveling the country. Please feel free to contact Bill at bill@cantrellfinancialstrategies.com He would love to hear your feedback and questions. You may get additional information on estate planning, investments, insurance and other topics by subscribing to his blog at www.CantrellFinancialStrategies.com

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2013
• Langue: anglais
• ISBN 10: 1482508230
• ISBN 13: 9781482508239
• Reliure: Broché
• Nombre de pages: 112
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg