The Wealth Management Experience

<p>Creating a comprehensive plan for managing wealth can be as enjoyable and satisfying as designing a dream house or planning a trip around the world.</p> <p>Jim Hatton-Vice President of Hatton Consulting-provides the blueprint and itinerary you need in this guidebook to growing and managing your wealth. Learn how to:</p><ul><li>evaluate the current state of your finances and set goals for the future;</li><li>develop a target rate of return for your investment portfolio;</li><li>create a portfolio of mixed assets to meet your objectives and match your risk tolerance;</li><li>avoid missteps that can lead to underperformance;</li><li>follow a process that adheres to a fiduciary standard of care;</li><li>blend all areas of wealth management; investment retirement estate tax insurance asset protection and charitable giving into one cohesive plan;</li><li>ensure all your advisers are working as a team on your behalf.</li></ul><p>Jim Hatton has provided a comprehensive and well-written guide to help individuals achieve financial security and plan for a fulfilling lifestyle in retirement so that continued work is an option not a necessity.</p><p>Burton G. Malkiel is the author of <em>A Random Walk Down Wall Street</em> 11th edition paper 2016.</p><p>If I could recommend one book every investor should read it would be <em>The Wealth Management Experience</em> by Jim Hatton. The book details a prudent step-by-step plan for managing your wealth which leads to financial security and peace of mind.</p><p>Len Templeton Founder and President Templeton Financial Services</p>