Chapter 1: Wealth
How Much is "Enough?"
Chapter 2: Estate Planning
Defining and Protecting Your Legacy
Chapter 3: Charitable Planning
Tools and Tactics for Giving Back
Chapter 4: Business Succession
For When It's Time to Go
Chapter 5: Asset Protection Planning
Prevention and Defense Against Assaults
on Your Wealth
Chapter 6: Life Insurance
When Pennies Become Dollars
Chapter 7: Investment Management
The Science and the Art
Chapter 8: Income Tax Planning
Strategies to Keep More and Pay Less
Chapter 9: Selecting a Financial Planner
Choose Wisely
Chapter 10: Tying it All Together
A Checklist for a Comprehensive Plan
About the Author: Richard P. Rojeck specializes in helping business owners, senior executives, and other high net worth individuals enjoy their wealth today while growing and protecting it for tomorrow. He has earned the CERTIFIED FINANCIAL PLANNER(TM) professional certification and the Accredited Investment Fiduciary designation. He has over 30 years of experience in developing and helping implement comprehensive financial plans that integrate financial independence analysis, estate and business succession planning, investment and risk management, and more. His goal is for his clients to enjoy clarity and confidence regarding the accumulation and preservation of wealth for themselves, their families, and their charitable causes.
Prior to beginning his financial planning practice, Rich served for six years as a commissioned Naval officer. He served on the national board of the International Association for Financial Planning. As its chairman, he was instrumental in a merger, leading to the creation of the Financial Planning Association, today the profession's largest. In 2010, Rich was elected to the board of the CFP Board of Standards, the standards setting and certifying body for CERTIFIED FINANCIAL PLANNER(TM) professionals. He served as its chairman in 2015. From 2004 to 2016, he was a Managing Director with Lincoln Financial Advisors, the broker-dealer with which he is affiliated. Rich holds a Bachelor's Degree in business administration from Oregon State University and an MBA in finance from San Diego State University.
