Developing Financial Intelligence

Taking the assets you already have, and making them financially efficient

by R. Brook Hansen CLU, ChFC, AEP


Formats

Softcover
£10.99
£7.90
Softcover
£7.90

Book Details

Language : English
Publication Date : 14/03/2006

Format : Softcover
Dimensions : 6x9
Page Count : 168
ISBN : 9781425923501

About the Book

 

            Developing

        Financial Intelligence

            Will teach you and your family:

 

q       How to implement modern portfolio theory

q       Build effective wills and trusts for your family

q       Create or expand your business model

 

    How to create an effective financial plan:

 

-Utilizing the assets you already have

-Creating Effective Income Plans

-Offensive and Defensive Tax Reduction

-Transforming Income into Wealth

-Minimizing Estate Taxes

 

 

“The kind of straight forward no fluff education you

                   would expect of Creative Wealth Strategies”

                                     Paul Maxa

                 President & CEO, Workman Securities

 

 

          “Brook teaches the same way he practices his craft

                      Get ready for significant input”

                                  Tony Brozek

         President & CEO United Windows and Siding

 

“ Brook brings together a series of tools that everyone

                        can use but very few have access to”

Paul Wax

                 President & CEO, Kinetic Solutions

 


About the Author

 

Planning for the intelligent accessing of income in retirement is the most important, yet sadly, the most underutilized discipline in the industry today”

Brook Hansen, president: Creative Wealth Strategies

 

 

 

 

 

 

 

 

 

 

Brook Hansen is a no-nonsense, highly knowledgeable, articulate and proven wealth creation strategist. Within the confines of his book, Brook unlocks and explains, in simplistic fashion and with specific pragmatic examples, the

intrinsic elements of the Uniform Prudent Investor Act ( UPIA ) as a guideline for wealth creation and management for those who are willing to listen and learn. For years, the UPIA has been used by the wealthy and the ultra-wealthy to maximize wealth creation by strategically managing one’s assets for both maximum growth and minimum tax burden.  Brook’s book clearly allows for a lay audience to take advantage of the same tactics used by the wealthy under the UPIA to achieve long-term wealth while legally minimizing the tax burdens that accompany sustained wealth creation.

 

 

Charles N. Blitzer

President and CEO, Barbeau Pharma, Inc.