The content in this book was created so that individuals, families, business owners, and entrepreneurs could digest information about money and finance related decisions without being overwhelmed. The intention is for you to learn more about each of these thinking exercises and begin to develop a particular mindset that has you asking: How do these topics relate to my specific personal or business economy? Participating in future conversations with a financial professional who is well trained in these thinking exercises can ...
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The content in this book was created so that individuals, families, business owners, and entrepreneurs could digest information about money and finance related decisions without being overwhelmed. The intention is for you to learn more about each of these thinking exercises and begin to develop a particular mindset that has you asking: How do these topics relate to my specific personal or business economy? Participating in future conversations with a financial professional who is well trained in these thinking exercises can lead to customization of specific strategies in your financial picture. It is our opinion that a financial professional needs access to a wide array of one-size-fits-one tools in the areas of cash flow awareness, income tax strategies, risk diversification, tax diversification of assets, and protecting the purpose of your money. With all of these tools, a financial professional can truly act in your best interest and be considered a fiduciary.
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