Set for Life: Financial Peace of Mind Made Easy

ISBN-13: 9781599304076 / Angielski / Miękka / 2012 / 170 str.

John Svalina; Bob Proctor

Opis

Tired of worrying about your future?No matter how successful you may be, worries about your long term financial well being can still keep you up at night. In fact, the more you achieve, the bigger those worries can become - but there is a better way. John Svalina walks you through the financial planning mine field, explaining what to watch out for as your wealth grows and what tools may help you achieve much more than you everthought possible. In plain language, he shows how to take a disconnected jumbleof financial accounts and concerns, and make a comprehensive plan that will giveyou that peace of mind we all seek.Whether it be charitable trusts, advanced tax or investment strategies, or planning for the major events in your life, there is no such thing as a set it and forget it financial plan. Diligence is required on a constant basis and must change as the world and investment climate changes. Coordinating all the various aspects of the financial spectrum can seem overwhelming and if it is not balanced and integrated, you may be costing yourself not only money but the dreams you hold so dear.With almost two decades of experience in helping high net worth individualsachieve their financial dreams, John knows that the key to feeling more secureabout your financial future is communication with someone who reallyunderstands your concerns. He will help you delve into the issues that keep you up at night and show you how to bring your entire family to an understanding of the best strategies for multi-generational wealth preservation and transition.About JohnJohn Svalina is an award winning financial professional with seventeen years ofsuccess providing high net worth business owners, professionals and retirees with ongoing wealth management planning, advice and service for all of their wealth management needs. Since 2002, John has served as Vice President and Portfolio Manager with the Hickey & Svalina Wealth Management Group at TD Waterhouse Canada Inc. The Hickey & Svalina Wealth Management Group is a seven time recipient of the TD Bank Financial Group MERIT and Presidents Club awardmanaging over $400 million in investment capital. John focuses on creating astrong long term relationship with his clients and strives to ensure their financial dreams become reality. John was born in Sudbury Ontario where he currently resides with his wife Tina and his children Johnny & Anna.