Sneak Peek

Dedication

This book is dedicated to Ted Santon and Nick Horn, retired regional CEOs with Lincoln Financial Advisors, who took a chance on a young, eager MBA graduate from Northern California in 1992. Their dedication to the “Serve First” philosophy and commitment to the comprehensive financial-planning process continues to provide a North Star to me as a financial professional as my staff and I strive to provide five-star service to my clients so they will be able to experience the Power of a Plan.

 

Author's Note

The privacy of my clients and of other families dealing with the personal issues discussed in this book are of the utmost importance to me. For this reason, names and some other identifying details of several people whose stories are contained in these pages have been changed to protect their identity. In addition, the examples provided for this book are specific to those individuals and families and may not necessarily represent the experiences of all clients.

 

Table of Contents

Foreword

Acknowledgements

Introduction:
Honest Abe and the Power of a Plan

Chapter 1:
The Personal CFO: What You Should Expect from a Certified Financial Planner™

Chapter 2:
The Basics of Cash Management

Chapter 3:
Managing Risk and Insurance Strategies

Chapter 4:
Are You Sailing or Rowing or Both?

Chapter 5:
Real Estate and Reluctant Landlords

Chapter 6:
A New Way of Making Retirement More Rewarding

Chapter 7:
Tax Strategies for the Long-Form Crowd

Chapter 8:
Plans You’ll Never See the End Of

Chapter 9:
Generational Wealth Planning

Chapter 10:
Let’s Talk Business

Conclusion:
Worry Less, Dream More

Appendix A:
What Is an “Accredited Investor”?

Appendix B:
The Serve First Philosophy

Appendix C:
The Creed

Appendix D:
Resources

About the Author

 

 

Copyright © 2016 by David E. Stone

All rights reserved. No part of this book may be used or reproduced in any manner whatsoever without prior written consent of the author, except as provided by the United States of America copyright law.

Published by Advantage, Charleston, South Carolina. Member of Advantage Media Group. ADVANTAGE is a registered trademark and the Advantage colophon is a trademark of Advantage Media Group, Inc.

Printed in the United States of America.

ISBN: 978-1- 59932-721- 1
LCCN: 2016944066

Cover design by Matt Morse.

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This book is designed for informational purposes only, and should not be considered a recommendation or investment advice in any way. Any financial decisions you make should be made based on your current financial situation and in consultation with your tax and financial professionals. This book is not intended to be considered tax or legal advice, and should be considered the opinions of the author solely at the time of publication. This material does not represent the views or opinions of Lincoln Financial Group or its affiliates.



THE POWER OF A PLAN
Dream More | Worry Less