Como EWealthMgmt começou a jornada do(a) capa de livro
Como você é conhecido?
Efficient Wealth Management
Qual o segmento que sua empresa está mais relacionado?
Contabilidade e financeiro
Conte para a gente quem é você e quem é seu público alvo
Efficient Wealth Management is an independent, fee-only wealth management advisor firm located in The Woodlands, Texas.
Our mission is to provide a consultative wealth management solution that goes beyond investment consulting to include the advanced planning needs of our clients
We offer investment consulting strategies that help our clients protect their wealth while working toward their financial goals. Moreover, working with our team of experts, we provide advanced planning solutions that help our clients mitigate their taxes, take care of their heirs, protect their assets from being unjustly taken, and maximize the impact of their charitable giving.
O que te inspira e como você imagina o design para seu negócio?
We are writing a book detailing the retirement benefits for United
Airlines Pilots. Please no United copywrite material.
Title: The United Pilot's Flight Plan for Wealth
Author: Paul J. Carroll, CFP®
Price somewhere on back cover is $19.95 USD
The cover should be in our typical colors that can be found at efficientwealthmanagement.com. In the media section, you can see the covers of some of our white papers in the past.
We have attached our logo, picture of the author, the template for the cover, and ISBN.
Please let me know if you have any questions
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