Financial Secrets for the Man of Means

Front Cover
Legacy Publishing Services, Jan 1, 2008 - Business & Economics - 175 pages
The more affluent business owner needs to graduate from the mass marketing campaigns of the largest financial vendors to one of a client-centered approach utilizing enlightened financial advisors. The well-educated and enlightened advisors to America's largest corporations and the mega-wealthy know these secrets well. These advisors have known these so-called secrets for many years, and unfortunately few others have learned what a a€œMan of Meansa€? can do to produce more and protect and preserve the harvest. With this book, Scott Farmer allows the more affluent businessman to take advantage of these a€œsecretsa€? that have previously only been known to the Fortune 500 corporations so that they can reduce taxes and protect and preserve their assets.

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Contents

Introduction
11
Captives
15
Getting More Money to Your Heirs
27
Copyright

19 other sections not shown

Common terms and phrases

About the author (2008)

Scott Thomas is the founder of The Financial Farmer, Inc., a wealth advisory firm in Orlando Florida. A registered representative and associate investment advisor of QA3 Financial Corporation of Omaha, Nebraska, Scott is also a Chartered Financial Consultant through The American College and a Certified Wealth Preservation Planner and Certified Asset Protection Planner through the Wealth Preservation Institute.

Bibliographic information