Thinking Outside the Money Box: The Best Concepts for a Worry-Free Retirement Are Off the Beaten Path - Couverture souple

Lumia, Mark R

Couverture souple

ISBN 10 : 1497547466 ISBN 13 : 9781497547469

Editeur : CreateSpace Independent Publishing Platform, 2014

Synopsis

Many investment strategies that worked in the decades of the 1980s and 1990s simply don't work today. And yet many, even in the financial advisory community, are still living in the past. In this book, you will find several specific examples of new-era strategies and concepts that solve the retirement challenges that are unique to baby boomers today.

A propos du livre

Biographie de l'auteur

About the Author Mark was born in New Jersey and grew up in the Fort Lauderdale area of Florida where his first job was working at a fast food restaurant. In school, Mark excelled in math. To this day he views helping clients manage and preserve their wealth as a numbers challenge – one which he thoroughly enjoys. Mark believes that there is no “silver bullet” when it comes to a successful, worry-free retirement. Rather, it is built one brick at a time by making intelligent choices. His planning philosophy is purpose-based, which is another way of saying that money means different things to different people and no two individuals are alike. Mark believes that the most important financial aspect of retirement is a secure lifetime income. Mark Lumia is Founder and CEO of True Wealth Group, LLC, which has its headquarters in Lady Lake, Florida in an area commonly known as “The Villages.” He and his wife, Maryna, make their home in Ocala, Florida. They are parents to two sons, Ian and Liam, and a daughter, Mia. Mark started his career as a financial professional after leaving the University of Florida in 1989. He recognized that nothing gave him greater professional satisfaction than helping people preserve their wealth, retire with abundant income for the rest of their lives, and find ways to reduce their tax burdens. He formed True Wealth Group, LLC, and currently oversees a staff of four as Founder and CEO. Mark is a Certified Financial Planner® (CFP®), Retirement Management Analyst (RMA) a Chartered Financial Consultant® (ChFC®) , and a Certified Advisor for Senior Living® (CASL®). He holds numerous other licenses and credentials such as Series 6, 7, 24, 26, 63 and 65. He is a Master Elite IRA Advisor® and an Infinite Banking Concepts® Authorized Practitioner. He also holds a Real Estate License. While Mark specializes in retirement income planning, his office also helps clients with Medicare and Social Security planning.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2014
• Langue: anglais
• ISBN 10: 1497547466
• ISBN 13: 9781497547469
• Reliure: Broché
• Nombre de pages: 154
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible