FiduciWho? What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth
Leonard Raskin
FiduciWho? What a Real Fiduciary Will Tell You about How to Protect, Grow, Enjoy, and Transfer Your Wealth
Leonard Raskin
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READY TO TRANSFORM YOUR WEALTH INTO A LASTING LEGACY?
Imagine a future where your wealth is not just growing but thriving under your control. Where every financial decision you make is not just smart, but deeply fulfilling. That future is within your reach. In this book, you'll encounter a radically different approach to generational wealth management, focused on four key objectives:
PROTECT: Safeguard your hard-earned assets from life's uncertainties. GROW: Learn investment strategies that resonate with your personal goals. ENJOY: Discover the art of enjoying your wealth now, not just in retirement. TRANSFER: Create a meaningful legacy for generations.
Guided by Leonard Raskin's nearly forty years of experience, this book breaks through the clutter of an immensely complex financial landscape. You'll learn plenty of "how-to," but even more importantly, you'll be challenged to consider the "what for?" of your plan. Your financial goals matter. This book exists to help you get there sooner and more safely than you thought possible.
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