Overview

The genesis of my book is 20 years coming. Imagine a young 22-year-old starting a career as a financial advisor with a young face and working for a captive company, where my clientele options were very limited. I discovered quickly that for me to make a real go of this career, I needed to stand out from other financial advisors. I dove into tax strategies. I wanted to build a company in the financial service industry that had an emphasis on helping clients strategically save taxes on their investment accounts.Now, years later, I can say the No. 1 question I get regarding tax strategies is, if this is that easy, then why my financial advisor wouldn't show this to me? In my book, you will learn what we know to be basic strategies that, hopefully, will enhance your lifestyle and your portfolio's longevity. Also in the book, we address some of investors' fears about their money, like outliving their money, stock market risk and health care expenses. In my experience, the No. 1 fear most investors have is they don't know what they don't know. In other words, they don't know what questions to ask their advisor or even how to find the right advisor. I believe investors, in general, expect a financial advisor to inform them about things that are important and to be proactive and not just reactive. In this context, reactive means answering investor questions as they arise and being there for them when they need it, which are both important. But I also believe that being proactive with my investors is essential. I provide education and I actively deliver information that gives them something different to think about, something outside the box...I want you to read this book and say to yourself, wow that made sense, and I wish I had read this book long ago. I hope this book gives you ideas to take back to your advisor and ask some heart-to-heart questions, review these rules and tax laws, and figure out what you can do now to get on the right track. Securities and advisory services offered through Client One Securities LLC. Member FINRA/SIPC and a Registered Investment Adviser. Affinity Asset Management and Client One Securities LLC are not affiliated.

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9781537303437

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In his first two decades in the financial services industry, Mark Roberts learned the essentials of selling everything from insurance to a complete menu of investment products while working for major national companies. He quickly became proficient at helping clients plant the seeds for their long-term retirement future. But at a still young age, Roberts also realized he didn't know all he should about the second critical half of retirement planning. That is, the most efficient way to harvest the investment crop planted during the working years, and to make that crop last through the lifetime of its owner. Acting on his own and at the side of experts in the field, Roberts worked to learn everything he could about income taxes, a major drain on retirement savings. By the time he was ready to start his own company, Roberts had developed a series of strategies to help reduce the impact of income taxes in retirement, maximize an individual's contributions to a 401(k) or IRA, make strategic withdrawals for monthly income in retirement, and most effectively manage his clients' investments through the ups and downs of a volatile market. Believing his clients should expect more from an advisor than mere advice on investment products, Roberts turned his ideas into his own Affinity Asset Management company of Overland Park, Kansas. In his first book here, Roberts offers some of the simple but often unexplained rules of money that can help clients maximize their retirement investment assets through tax savings, distribution design and money management techniques that often leave clients asking, Why didn't I hear about this earlier?

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