PDF Financial Independence (Getting to Point X): An Advisors Guide to Comprehensive Wealth Management

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Consumer Technology. In-Language News. Vento's time-tested advice from his 30 years of experience helping hundreds of small business owners achieve financial independence in the most tax-efficient manner.

A new section on eldercare planning, in the chapter about "Preserving Your Estate," which provides guidance on how to prepare for long-term care costs for yourself, your parents, and your grandparents. Insights and first-hand advice from a diverse selection of financial experts. Up-to-date case studies that discuss the impact the latest financial planning strategies will have on Americans in different real-world situations.

He has been an adjunct professor at St. Francis College as well as Wagner College. He has been the keynote speaker at various seminars and conferences throughout the United States that focus on tax and financial strategies that create wealth.

Financial Independence (Getting to Point X): An Advisor’s Guide to Comprehensive Wealth Management

He also lectures on investing and financial planning throughout New York City as part of the New York Public Library's initiative on financial literacy. If you do not receive an email within 10 minutes, your email address may not be registered, and you may need to create a new Wiley Online Library account. If the address matches an existing account you will receive an email with instructions to retrieve your username.

Skip to Main Content. First published: 3 April About this book Discover the ten key issues to achieving your financial goals and how to use them to realize your dream of financial independence From saving to purchase a first car, to putting kids through college to planning for retirement, to preserving your estate for your loved ones, our financial goals change from one stage of life to the next.

Supplies you with a complete roadmap for arriving at "Point X," financial independence with key milestones and important twists and turns clearly defined Identifies the 10 key wealth management issues and offers priceless advice and guidance on negotiating each on your road to financial independence Provides you with both success and failure stories so you can learn from others' real life experiences Provides you with tax planning facts and strategies within the wealth management issues that will show you how to minimize your most significant expense and at the same time maximize your savings on the road to your "Point X".

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