Overview
The SECRETS Your Broker Never Told You! A seismic shift has taken place in financial planning for people approaching retirement. When that change came along, author Thomas Helbig was more than ready for it. What is the new investment landscape all about? Americans planning for retirement have lost faith in risky, Wall Street-style investments. Meanwhile, new investment tools have come along, developed by the insurance sector of the financial services industry, to replace those high-risk vehicles. St. Louis-based Thomas Helbig, who began advising clients in 1977, has been specializing in these new-breed investments since their emergence. Always one who emphasized safety and loss-prevention, Helbig became an early adopter of the new portfolio options and his clients have learned to their happiness how: principal can be protected, a logical plan can be followed, substantial growth of the portfolio can be realized and can produce more guaranteed income regardless of Wall Street's performance I may be a financial advisor operating in extremely volatile times, but I don't toss and turn at night. I know my clients' funds are well protected. With 35 years of experience in financial planning and safe money solutions, Helbig's practice specializes in Qualified Plan Distribution. A gifted communicator of complex information, he is a nationally recognized trainer and keynote speaker on financial planning. In particular, his expertise focuses on retirement planning that takes advantage of the new tax rules passed into law in 2002. These new rules can turn a modest IRA account into a lifetime income that can span three generations. Any serious investor who is deep into their prime earning years simply has to become familiar with these opportunities.
Full Product Details
Author: Thomas F Helbig
Publisher: Advantage Media Group
Imprint: Advantage Media Group
Dimensions:
Width: 15.20cm
, Height: 0.70cm
, Length: 22.90cm
Weight: 0.177kg
ISBN: 9781599322933
ISBN 10: 1599322935
Pages: 122
Publication Date: 26 March 2012
Recommended Age: From 21 to 10 years
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Available To Order
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Author Information
Author of The Boomer's Guide to Worry-Free Retirement, Thomas Helbig has earned wide recognition over the years as a Qualified Plan and IRA expert and an approved Financial Advisor through the National Ethics Bureau. Helbig was featured in the March issues of St. Louis Magazine and was named a Five Star Best in Client Satisfaction Wealth Manager three years in a row for 2008, 2009, and 2010. Less than seven percent of all the Wealth Managers in St. Louis made the Five Star List. He was also featured in a recent issue of Newsweek magazine.
