
最 低 价:¥204.00
定 价:¥255.00
作 者:JamesO.Lunney 著 著
出 版 社:Oversea Publishing House
出版时间:2007-9-1
I S B N:9780071496049
| James O. Lunney is Certified Financial Planner, a Certified Estate Planner, and a Registered Investment Advisor.He runs a wealth management practice in Colorado. |
| PREFACE AND ACKNOWLEDGMENTS INTRODUCTION The More You Predict, the Better You'll Manage CHAPTER 1 Focusing on Factors That Matter CHAPTER 2 Seasons of the Economy and Wealth Factors CHAPTER 3 Correction Protection CHAPTER 4 Structure and Methodology CHAPTER 5 The Wealth Management Policy CHAPTER 6 The Wealth Management Process CHAPTER 7 Creating Your Own Wealth Management Process CHAPTER 8 Tweak Your Process to Fit the Season CHAPTER 9 Special Section: What's in Store for Real Estate CHAPTER 10 Implementing a Winning Winter Strategy APPENDIX A The Life Planning Strategy Module--Legal Transfer Strategies APPENDIX B A Case Study in Financial Planning APPENDIX C Asset Protection Strategies GLOSSARY INDEX |
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