Insights from Tony Amaradio..
Wealthy clients continue to have a strong interest in doing good deeds
with their money with a recent survey reporting that nearly 90% say that
giving back is an essential part of their lives. According to a recent
study of high-net-worth and ultrahigh-net-worth investors ... only about
one third of wealthy clients say that their advisors are talking with them
about strategies that achieve their most important family needs and goals.
Although many clients want to leave an inheritance to their children, less
than a quarter believe that their children are ready to inherit the family
fortune. The simple solution would be to establish a set of principles to
guide the purpose of their wealth in the future ... unfortunately only 10%
have done so because no one has suggested that to them. Because of that
... I dedicated a chapter in my book "Faithful with Much"
on the topic and talk to my clients about what is really important in
their lives. It is not all about numbers ... it is reaching the goals that
we want to achieve in life.
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More About: Tony Amaradio, MBA
Tony Amaradio is
Founder and Chief Strategist of Select Portfolio Management, Inc. He is a visionary and innovator in the financial services industry, who early in his career, recognized the need for a comprehensive, integrated wealth management system for high net-worth clientele. After years of experience helping clients build, plan and preserve assets, Tony developed one of the first comprehensive wealth management models in the country. Recognizing that it would require a high level talent pool from financial, tax, legal and insurance to implement and manage his comprehensive integrated model, he recruited and surrounded himself with some of the finest and most experienced practitioners in the financial and legal domains.
Some of the most advanced strategies of financial, tax and asset protection plans available today have been designed, developed and implemented by Tony and his team. He is nationally known and is a sought after speaker for events all over the country. In Southern California, he is especially well known after hosting his own financial talk radio show “Market Talk” that aired daily for more than twenty years.
For the last several years Tony has followed his passion of devoting a third of his time to philanthropy and to be a guest speaker to help major non-profit
donors improve their capacities and abilities to be more effective philanthropists
themselves.
Tony Amaradio Articles - Insight &
Inspiration:
https://marketersmedia.com/tony-amaradio-clarifies-the-faith-based-debt-reduction/462259
http://www.wicz.com/story/40036641/tony-amaradio-teaches-an-approach-to-money-management-based-on-faith
https://www.abc6.com/story/40496444/tony-amaradio-offers-5-tips-on-how-to-automatically-save-money
https://www.abc6.com/story/40348216/tony-amaradio-gives-his-techniques-for-immediate-money-management
More Insightful Video Links for Tony Amaradio -
Educational:
Tony Amaradio - Visit this latest video from Ignite
https://igniteamerica.com/a-life-changing-decision-tony-amaradio/
Tony Amaradio - Insights about: Community Foundations
https://youtu.be/z54KWKPm-DI
Tony Amaradio - Insights about: Charitable Planned Giving with CRTs
https://youtu.be/QXMdE1_Na2Q
Tony Amaradio - Insights about: Charitable Remainder Uni Trusts (CRT)
https://youtu.be/aGgqhy23orw
Tony Amaradio - Insights about: Irrevocable Trusts
https://youtu.be/4jEegfuYlvU
Tony Amaradio - Insights about: Rabbi Trusts
https://youtu.be/PNgTD6UGfck
Tony Amaradio - Insights about: Defined Benefit Plans
https://youtu.be/DQLeNO0aLnY
Tony Amaradio - Insights about: Private Family Foundations
https://youtu.be/XcQfkQQz0Ls
Tony Amaradio - Insights about: Charitable Lead Trusts (CLT)
https://youtu.be/E6nRZZaTl_4
Tony Amaradio - Insights about: Charitable Planned Giving Options
https://youtu.be/B1TQAtcDzqI
Click Here for Even More Information About Tony Amaradio