Cole Jackson

Coach at XeniumTrades

What is Wealth Management? It is more than investing in the forex market, stock market, commodities, real estate or even bank CDs. It is a plan created, along with a trusted advisor, to insure that you are optimizing your resources in a wise and efficient manner. Wealth Management takes a holistic approach to incorporate personal goals with investment planning, risk management, estate planning, and beyond. The essence of a comprehensive wealth management is captured in the Venn diagram. The three major areas are; •Investment Planning(asset accumulation strategy, investment portfolio management, etc) •Advanced Planning(tax planning, risk mitigation, etc) & •Life Planning(life redirection...