Bucket Plan (R) Protecting and Growing Your Assets for a Worry-Free Retirement
Produktdetaljer
Om bidragsyterne
Jason L Smith is a successful speaker, financial planner, author, coach, and entrepreneur. Following in his father's footsteps as a second-generation advisor, he founded his financial services practice, The JL Smith Group, in 1995 to provide clients with holistic financial planning services that align investments, insurance, taxes, and estate planning into one comprehensive, coordinated plan. With the overriding goal of improving the lives of American families through holistic financial planning, Jason utilizes his experiences as a highly accomplished advisor to train other advisors through live training events, monthly coaching calls, and study groups. To better fulfill this mission, he founded Clarity 2 Prosperity Mastermind Group, a professional network of leading financial advisors nationwide, and Prosperity Capital Advisors, an SEC-registered investment advisory firm. Jason is an Investment Advisor Representative and a Certified Estate Planner (CEP), and he holds his Certification for Long-Term Care Planning (CLTC). He is a member of Ed Slott's Master Elite IRA Advisor Group, an exclusive and influential organization of financial professionals who are committed to the study and mastery of IRA planning."Aging well involves paying attention to our lifestyle and all the factors that can potentially impact it. Our financial well-being is definitely one of those factors. Jason Smith's The Bucket Plan provides the right questions to ask and considerations needed to design a structured and comprehensive plan that will allow you to pursue a life of being all you can be." --Dr. Roger Landry, award-winning author of Live Long, Die Short: A Guide to Authentic Health and Successful Aging "This book is both encouraging and motivating, so much so that you'll want to get to the end of the Jerry and Irene story so that you can implement this immediately with your financial advisor. You won't want to put it off for another minute." --Ed Slott, America's IRA Expert "Jason Smith's book is one of the best in the business. The Bucket Plan(R) planning process is absolutely the best way to serve your clients and motivate them to implement. Jason's insights and processes are far and away above all others." --Kerry Johnson, MBA, Ph.D. Best-selling author, speaker & coach "The Bucket Plan is an easy to read, thought-provoking book that takes the reader on a journey that many of us wish we could travel. Jason Smith uses his creative genius to tell the story of a process that simplifies the often complex world of personal finance. In doing so, he demonstrates the peace of mind and understanding of our financial concerns that Americans approaching or in retirement long to achieve." --John Gilliam, Ph.D., MBA, CFP(R), CLU(R) Texas Tech University, Department of personal financial planning "Jason Smith's The Bucket Plan does a great job of distilling a wealth of sophisticated retirement planning wisdom into a simple story that anyone can understand. Read this, and let Jason open your eyes to the advantages of 'bucketing' your money to achieve the most successful financial plan to support the future you want now, soon, and in the distant future." --Dan Sullivan, Founder of The Strategic Coach, Inc.