Secrets of the Wealth Makers is filled with interviews from a diverse cross-section of top financial planners, one of which is Wayne Caldwell, President of Premier Financial Group.
In this book, author Michael Lane shares some of Wayne Caldwell’s insights, along with those of other top advisors. The knowledge here is a culmination of years of practical experience helping high net worth people with some of life’s difficult wealth management issues. How do I create wealth for retirement? How do I maintain wealth for my children and grandchildren? Is my portfolio managed to reduce taxes? Do I need estate planning? Will my spouse know how to implement our planning and manage our investments when I’m gone?
This book is not about finding an investment “guru” or how to make a million dollars overnight. Rather, it imparts professional, ethical and academically proven philosophies for creating and maintaining wealth for your family.
It also underscores the importance of establishing a long-term relationship with a trusted financial advisor, such as Premier. We understand the major reasons that people have difficulty attaining financial peace of mind.
