In "The Wealth Management Experience: The Peace Of Mind That Comes When Your Financial Roots Are Strong" (published by Archway Publishing), author Jim Hatton presents a blueprint and step-by-step process to help readers organize, plan, implement and monitor investment plans that Hatton says will lead to financial peace of mind.
"I have witnessed people in the prime of their lives fail financially and the devastating effects it has on the health and wealth of the family unit," Hatton says. "I was inspired to educate the reader on 'how-to' develop financial solutions that lead to a greater sense of well-being and peace of mind."
Hatton covers investment and retirement planning concepts as well as a myriad of advanced planning topics, including tax, estate, insurance, asset protection and charitable giving. In the advanced planning chapters, Hatton has also provided questions the reader should consider to develop customized financial and wealth management solutions. The book is designed to help the reader enhance their financial outcome when life events occur.
Ultimately, Hatton hopes he can help readers learn "how to organize, develop and implement a successful approach to managing one's wealth."
"The Wealth Management Experience"
By Jim Hatton
Hardcover | 5.5 x 8.5 in | 228 pages | ISBN 9781480823648
Softcover | 5.5 x 8.5 in | 228 pages | ISBN 9781480823631
E-Book | 228 pages | ISBN 9781480823655
Available at Amazon and Barnes & Noble
About the Author
Jim Hatton is vice president of Hatton Consulting in Phoenix, and has been advising clients on wealth management issues for more than 15 years. He is a certified financial planner, accredited investment fiduciary and a member of the financial planning association. More information is available at http://hattonconsulting.com/.
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