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Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition, 9th Edition by Jerry Rosenbloom, G. Victor Hallman

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Nature and Objectives of Private Wealth Management

NEED FOR WEALTH MANAGEMENT SERVICES

Most people are in need of wealth management. They have financial and personal goals they want to attain for themselves, their families, and perhaps for charitable entities and others. Of course, some persons and families have situations and objectives that are more complex than others. But virtually everyone has a need for planning to some degree.

To help meet their goals, the public is offered a sometimes bewildering array of investment products, financing plans, insurance coverage, tax-saving ideas, retirement plans, trusts, charitable giving arrangements, and other products and ideas. However, these financial arrangements and ideas often are presented ...

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