If you are an executive who is planning for financial independence this book is for you. Louis Llanes, a veteran wealth manager, explains ways to think through your situation and to make smart choices with your money. In this book you will read about how to lower your taxes, keep your investment safe, and to grow your assets to provide a lifetime of income. Valuable short-cuts are explained to allow your to be more found to effective with your money. Because investing requires a savvy understanding how the markets work, Louis also discusses how an "evidence-based" approach can help you generate sustainable growth and income because you are investing based on facts. A discussion about how to select an investment advisor and whether you should pay off your mortgage is also discussed.
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Louis Llanes is the founder of Wealthnet Investments and an investment manager. He has successfully managed investments for private clients and has advised about financial planning for over 2 decades. Prior to founding Wealthnet, Louis was a Senior Portfolio Manager for high-net-worth clients and trusts for US Bank. He served on the asset allocation committee and was a trader and quantitative analyst. He is a Chartered Financial Analyst (CFA) and a Chartered Market Technician (CMT) and has an MBA from the University of Denver.
Louis Llanes has a mission to help individual investors protect and grow their money through smart financial planning and investing based on evidence.