TO TAKE A ROAD TRIP TO SUCCESS, WE WILL NEED A DESTINATION AS WELL AS A GPS.
Success is described here as the achievement of a goal. The goals we adopt may be the result of experience, vision or desire. They crystallize our desire to get to a better place.
Having picked a goal for success, how do you get there? What drives you on? Some more popular goals include amassing wealth, gaining recognition and a desire to improve the lifestyle of others. It is also interesting to note that both philosophers as well as successful travellers on this road to success tell us that the journey is the real prize, not merely arriving at the destination.
So what route does your roadmap follow? Whatever route you choose, the CelebrityExperts® in this book can mentor your trip. They have completed this trip before, and they know where the potholes and the dead-ends are...
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TAKE YOUR INCOME PRIVATE! A FINANCIAL LEMMING NO MORE!
Very early in my financial career I happened across a book by The Brookings Institution called A Voluntary Tax? It changed the direction of my career. This book reviewed studies of wealthy families in an effort to try and understand how the use of sophisticated estate planning can help these families avoid the estate tax in an era of relatively high estate tax rates. The conclusion was there are many tools available that account for eliminating or at least reducing the amount of estate tax paid. However, the true advantage to these families was the use of a special breed of legal and financial advisors who not only knew about the tools to be used, but more importantly had the ability to time, combine and sequence them to implement the tax reduction strategies.
As my career evolved, I wondered why the same result could not be accomplished relative to income tax at the personal level and corporate level as well. As I worked on this goal of reducing or eliminating income tax in retirement planning, I developed the proprietary TCS Process (Timing, Combining and Sequencing). The reason I became more passionate about this goal was our clients' painful experience regarding their taxes. As I learned more and developed my process, it was clear they needed relief from the taxes they were paying.
PETER HIBBARD AND ALL THE OTHER EXPERTS IN THIS BOOK REVEAL HOW YOU CAN GET TO THE HEART & SOUL OF HEALTH, WEALTH, & SUCCESS
Peter Hibbard has been in the financial services business since 1971. In 1978 he founded Columbia Benefits Consultants, Inc. DBA CBC Retirement Partners, Inc. (CBC) which is an independent consulting firm advising clients and their advisors on the advanced tools and techniques needed to create total financial and retirement security.
CBC brings a unique series of services that holistically assists business owners and their employees to achieve their retirement goals. CBC may be engaged to provide actuarial, administrative, recordkeeping and advisory services for companies to establish and manage quality retirement plans for its employees. In addition, CBC’s retirement income and compensation planning divisions help clients design their compensation systems in a way that properly aligns the owners and their key employees’ vision of their future to grow the company profitably.
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