The Wealth Management Experience

The Peace Of Mind That Comes When Your Financial Roots Are Strong

by Jim Hatton



Book Details

Language : English
Publication Date : 2/2/2016

Format : E-Book
Dimensions : N/A
Page Count : 228
ISBN : 9781480823655
Format : Hardcover
Dimensions : 5.5x8.5
Page Count : 228
ISBN : 9781480823648
Format : Softcover
Dimensions : 5.5x8.5
Page Count : 228
ISBN : 9781480823631

About the Book

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.

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:

  • evaluate the current state of your finances and set goals for the future;
  • develop a target rate of return for your investment portfolio;
  • create a portfolio of mixed assets to meet your objectives and match your risk tolerance;
  • avoid missteps that can lead to underperformance;
  • follow a process that adheres to a fiduciary standard of care;
  • blend all areas of wealth management; investment, retirement, estate, tax, insurance, asset protection and charitable giving into one cohesive plan;
  • ensure all your advisers are working as a team on your behalf.

“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.”

Burton G. Malkiel is the author of A Random Walk Down Wall Street, 11th edition paper, 2016.

If I could recommend one book every investor should read it would be “The Wealth Management Experience” 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.

Len Templeton, Founder and President, Templeton Financial Services

About the Author

Jim Hatton is vice president of Hatton Consulting in Phoenix, Arizona, and has been advising clients on wealth management issues for more than fifteen years. He is a Certified Financial Planner®, Accredited Investment Fiduciary™, and a member of the Financial Planning Association.