Seven Principles Of a Wealth Strategy Plan by Len Cole

Description

The goal of this book is to help you understand what is important and necessary in crafting a solid plan which will keep you on track and help you meet your goals. Join us for an adventure as we explore the Principles of a Wealth Strategy Plan.
Team Wealth and Tax Advisors is an Independent Registered Investment Advisory Firm helping individuals create and manage retirement strategies. Investing involves risk, including the potential loss of principal.

THIS BOOK HELPS THE READER TO ANSWER
IMPORTANT QUESTIONS SUCH AS:
1. “Am I on the right track with my wealth strategy?”
2. “Will I run out of money?”
3. “How will taxes affect my retirement income?”
4. “When should I take Social Security?”