Thinking Differently About Your Money: Financial Concepts Designed to help You Take Control of Your Personal/Business Economy - Couverture souple

Moriarty, Mr John E

Couverture souple

ISBN 10 : 1979590176 ISBN 13 : 9781979590174

Editeur : CreateSpace Independent Publishing Platform, 2017

Synopsis

The content in this book was created so that individuals, families, business owners, and entrepreneurs could digest information about money and finance related decisions without being overwhelmed. The intention is for you to learn more about each of these thinking exercises and begin to develop a particular mindset that has you asking: How do these topics relate to my specific personal or business economy?Participating in future conversations with a financial professional who is well trained in these thinking exercises can lead to customization of specific strategies in your financial picture. It is our opinion that a financial professional needs access to a wide array of one-size-fits-one tools in the areas of cash flow awareness, income tax strategies, risk diversification, tax diversification of assets, and protecting the purpose of your money. With all of these tools, a financial professional can truly act in your best interest and be considered a fiduciary.

A propos du livre

À propos de l'auteur

John E. Moriarty, ChFC has been an entrepreneur in the financial services industry since 1995. John is the founder and president of e3 ConsultantsGROUP, a holding company that is made up of four separate and distinct businesses: e3 Wealth, e3 Tax, e3 Real Estate, and e3 Marketing. e3 ConsultantsGROUP is a holding company that operates in four strategic areas of the financial services industry: e3 Wealth – We oversee $500+ million in assets and provide a family office model to individuals, families, and business owners at all levels of net worth. We have resources available to our clients in almost any area that deals with money: investments, insurance, tax, estate planning, banking, cash flow strategies, Social Security benefit planning, Medicare, and long term care as examples. e3 Tax – We built our own tax department through strategic acquisitions of several tax practices. e3 Tax serves individuals, families and business owners in the areas of income tax preparation, accounting, bookkeeping, financial reporting, consulting, and cash flow management. Our staff of 20+ highly qualified professionals including several Certified Public Accountants (CPA) and Enrolled Agents. We serve thousands of individual and corporate clients. e3 Real Estate – e3 combines its resources in the wealth and tax arenas to consult with real estate entrepreneurs in the following areas: cash flow strategies, income tax minimization, financing options, private lending opportunities, strategies regarding the purchase and sale of investment properties (residential and commercial). e3 Real Estate has access to an integrated resource network of financial professionals that assist entrepreneurs with entity creation, asset protection, and overall estate planning. e3 Marketing – This is our “Research & Development” arm where ideas on better ways to educate the public become a reality. Our Training & Development Program is a critical piece to our business model and provides advisors a cutting-edge learning environment due to the usage of NLP (neuro-linguistic-programming) techniques.

Détails de l'édition

• Éditeur: CreateSpace Independent Publishing Platform
• Date d'édition: 2017
• Langue: anglais
• ISBN 10: 1979590176
• ISBN 13: 9781979590174
• Reliure: Broché
• Numéro d'édition: 1
• Nombre de pages: 80
• 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