Developing Financial Intelligence
Taking the assets you already have, and making them financially efficient
by
Book Details
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.