About this ebook
Wealth is a rare opportunity that rarely comes with instructions.
This book will nudge you to think differently about your money. After reading you will ask better questions of your financial advisor. You will develop instincts to avoid toxic advice.
The humbling reality is this; financial planning is guessing. It is optimistic guessing at that. A stock broker will never show you a projection that goes down. The wealthy person must approach every investment with this understanding in mind.
The stories in this book represent my journey to understand why so many intelligent, successful people fall for wealth management trickery. This is my contribution to illuminating a better way for you, your family, and your future.
Simply put, this book is designed to keep you wealthy.
This book will nudge you to think differently about your money. After reading you will ask better questions of your financial advisor. You will develop instincts to avoid toxic advice.
The humbling reality is this; financial planning is guessing. It is optimistic guessing at that. A stock broker will never show you a projection that goes down. The wealthy person must approach every investment with this understanding in mind.
The stories in this book represent my journey to understand why so many intelligent, successful people fall for wealth management trickery. This is my contribution to illuminating a better way for you, your family, and your future.
Simply put, this book is designed to keep you wealthy.
About the author
Russell E. Holcombe is sought for his ability to simplify complicated financial matters involving high-net worth clients. His comprehensive understanding of the risks wealthy clients encounter provides an invaluable advantage. Russell earned his MTX (Masters in Taxation) from Georgia State University, his BBA in Finance from Southern Methodist University and carries the CFP(R) designation. An avid reader, writer, and outdoorsman, Russell welcomes the opportunity to expose clients to a better, more thoughtful approach to wealth management.
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