Why Didn't I Hear about This Earlier?: Investors Often Don't Know What They're M

Why Didn't I Hear about This Earlier? by Mark Roberts

Estimated delivery 3-12 business days

Format Paperback

Condition Brand New

Description The genesis of my book is 20 years coming. Imagine a young 22-year-old starting a career as a financial advisor with a young face and working for a captive company, where my clientele options were very limited. I discovered quickly that for me to make a real go of this career, I needed to stand out from other financial advisors. I dove into tax strategies. I wanted to build a company in the financial service industry that had an emphasis on helping clients strategically save taxes on their investment accounts.Now, years later, I can say the No. 1 question I get regarding tax strategies is, "if this is that easy, then why my financial advisor wouldn't show this to me?" In my book, you will learn what we know to be basic strategies that, hopefully, will enhance your lifestyle and your portfolio's longevity. Also in the book, we address some of investors' fears about their money, like outliving their money, stock market risk and health care expenses. In my experience, the No. 1 fear most investors have is they don't know what they don't know. In other words, they don't know what questions to ask their advisor or even how to find the right advisor. I believe investors, in general, expect a financial advisor to inform them about things that are important and to be proactive and not just reactive. In this context, reactive means answering investor questions as they arise and being there for them when they need it, which are both important. But I also believe that being proactive with my investors is essential. I provide education and I actively deliver information that gives them something different to think about, something outside the box...I want you to read this book and say to yourself, "wow that made sense," and "I wish I had read this book long ago." I hope this book gives you ideas to take back to your advisor and ask some heart-to-heart questions, review these rules and tax laws, and figure out what you can do now to get on the right track. Securities and advisory services offered through Client One Securities LLC. Member FINRA/SIPC and a Registered Investment Adviser. Affinity Asset Management and Client One Securities LLC are not affiliated.

Author Biography

In his first two decades in the financial services industry, Mark Roberts learned the essentials of selling everything from insurance to a complete menu of investment products while working for major national companies. He quickly became proficient at helping clients plant the seeds for their long-term retirement future. But at a still young age, Roberts also realized he didn't know all he should about the second critical half of retirement planning. That is, the most efficient way to harvest the investment crop planted during the working years, and to make that crop last through the lifetime of its owner. Acting on his own and at the side of experts in the field, Roberts worked to learn everything he could about income taxes, a major drain on retirement savings. By the time he was ready to start his own company, Roberts had developed a series of strategies to help reduce the impact of income taxes in retirement, maximize an individual's contributions to a 401(k) or IRA, make strategic withdrawals for monthly income in retirement, and most effectively manage his clients' investments through the ups and downs of a volatile market. Believing his clients should expect more from an advisor than mere advice on investment products, Roberts turned his ideas into his own Affinity Asset Management company of Overland Park, Kansas. In his first book here, Roberts offers some of the simple but often unexplained "rules of money" that can help clients maximize their retirement investment assets through tax savings, distribution design and money management techniques that often leave clients asking, "Why didn't I hear about this earlier?"

Details ISBN 1537303430 ISBN-13 9781537303437 Title Why Didn't I Hear about This Earlier? Author Mark Roberts Format Paperback Year 2016 Pages 110 Publisher Createspace Independent Publishing Platform GE_Item_ID:128670313; About Us

Grand Eagle Retail is the ideal place for all your shopping needs! With fast shipping, low prices, friendly service and over 1,000,000 in stock items - you're bound to find what you want, at a price you'll love!

Shipping & Delivery Times

Shipping is FREE to any address in USA.

Please view eBay estimated delivery times at the top of the listing. Deliveries are made by either USPS or Courier. We are unable to deliver faster than stated.

International deliveries will take 1-6 weeks.

NOTE: We are unable to offer combined shipping for multiple items purchased. This is because our items are shipped from different locations.

Returns

If you wish to return an item, please consult our Returns Policy as below:

Please contact Customer Services and request "Return Authorisation" before you send your item back to us. Unauthorised returns will not be accepted.

Returns must be postmarked within 4 business days of authorisation and must be in resellable condition.

Returns are shipped at the customer's risk. We cannot take responsibility for items which are lost or damaged in transit.

For purchases where a shipping charge was paid, there will be no refund of the original shipping charge.

Additional Questions

If you have any questions please feel free to Contact Us.

Categories Baby Books Electronics Fashion Games Health & Beauty Home, Garden & Pets Movies Music Sports & Outdoors Toys