Covering Your ASSets

A Complete Guide to Wealth Preservation and Asset Protection

by Leonard Critcher



Book Details

Language : English
Publication Date : 2/26/2014

Format : E-Book
Dimensions : N/A
Page Count : 332
ISBN : 9781491862834
Format : Hardcover
Dimensions : 6x9
Page Count : 332
ISBN : 9781491862841
Format : Softcover
Dimensions : 6x9
Page Count : 332
ISBN : 9781491862858

About the Book

COVERING YOUR ASSets is not a guide on how to accumulate assets. It is written specifically for people who have already accumulated assets, or are on their way to doing so, and wish to preserve and protect those assets. It is written in a unique format that will allow you to isolate your specific life situation and read only material applicable to you. You will learn about what the Wealth Planning process should actually entail, the Thirteen Wealth Management Issues (twelve of which that are ignored by many Financial Planners), the synergy that should come from the integration of these oft-ignored issues, and how to properly build a Wealth Planning Team. Twenty-seven complex strategies and techniques are explained in simple terms and presented in such a way that they can be easily understood by any layman. COVERING YOUR ASSets is an informative, enjoyable and easy to read guide for anyone wishing to Preserve and Protect what they have accumulated.

About the Author

Leonard Critcher is an author, speaker, trainer and columnist with four decades of experience in the Financial Services Industry. A native of Houston, TX, he holds degrees and professional designations from Centenary College, Ohio University, The American College and Cannon Financial Institute. His broad experience in Financial Services management led him to open The 1987, a boutique financial planning firm specializing in wealth preservation and asset protection. A renowned innovator of unique and sound planning strategies, Critcher developed and marketed The F.I.R.M.plan, used nationally by over 1,000 Financial Advisors to shield physicians’ Accounts Receivable from malpractice litigation. He also served on the Educational Board of The Wealth Preservation Institute and was a contributing editor for course material. Critcher’s unique style of writing has been widely acclaimed for his ability to take complex subjects and present them in an easy to understand manner. He has authored three non-fiction books, two fictional novels, numerous professional articles, and writes a Blog that deals with financial planning issues. Prior to writing his fourth business book, COVERING YOUR ASSets, he held the position of Senior Wealth Planner for the Texas Market of a major, national bank. He is married to his college sweetheart, and they reside in Dallas, TX and White Bluff Resort on Lake Whitney, TX.